Vetlaz sends passwordless magic links over WhatsApp and email, follows up politely on your schedule, and runs a 3-second multimodal AI inspection on every upload, auto-renaming files and syncing directly into your Google Drive.
Built for owner-operated professional service firms
You cannot start client work until all files arrive. So you send emails. You follow up on WhatsApp. You wait. They upload a blurry photo of the wrong month at 11pm, and the whole cycle restarts from scratch.
Hi Rahul, any update on the bank statement?
Mon · 10:14Gentle reminder: we need May 2026, officially stamped.
Wed · 09:02Following up again: the filing window closes Friday.
Fri · 16:40Sent: IMG_8492.jpg
Sat · 23:07It is April. And your thumb covers the account balance.
Mon · 11:52They are busy. Your email gets buried. Your staff manually drafts reminders on WhatsApp and email 5 to 10 times over three weeksfor every single client.
A blurry photo with fingers covering dates. A March statement when May was required. An unsigned contract. A 40KB screenshot pasted into Word.
Your team opens the file two days later, discovers it is unusable, and restarts the entire chase from scratch, missing filing deadlines and intake windows.
Files scatter across WhatsApp chat backups and email attachments as IMG_8492_WhatsApp.jpg. Staff manually download, rename, and drag them into cloud drives.
Pre-built Visa, GST, Mortgage and Agency packs. Plain-English rules, live portal in 30 seconds.
WhatsApp+email magic link, partial reminders every 48h, auto-stop on completion.
Type, dates, stamps, signatures, resolution — verified while the client still watches.
Standardised filenames into your Drive, 1-click ZIP, temp copy purged in 24h.
Clients forward a PDF or photo straight into your WhatsApp bot. AI detects the checklist slot, verifies it, ticks it off and asks for the next item in the same thread.
📎 passport_front.jpg (2.1 MB)
23:07 ✓✓Passport front ✅ and May statement ✅ filed to Drive. 2 items left: offer letter+IELTS.
Four crooked table photos become one deskewed, contrast-boosted, compressed PDF before your team ever sees it.
Passport numbers, balances and PANs are extracted during verification and exported as one CSV for your whole client base.
The moment a document lands in your Drive, our buffer copy is permanently purged within 24 hours. Enterprise privacy, near-zero storage bill.
Elevate your practice above chaotic email threads and disorganized WhatsApp chats. Your clients get an elite, frictionless mobile experience that builds trust and earns you word-of-mouth client referrals.
Files route straight into your Google Drive, invalid uploads are corrected on screen in 2.8s, and your staff file cases in hours instead of weeks.
Create your first checklist pack in minutes. Send a secure magic link straight to your client's WhatsApp and email, free for your first 3 client requests.
Pick a pre-built industry checklist and dispatch your first client portal link in under two minutes.
Bank-grade encrypted transit with 24-hour auto-purge vault mode. Your files stream directly to Drive.
Official WhatsApp Business integration means clients upload files in seconds without passwords.
Scroll through the pinned walkthrough below. Each panel animates the exact machinery running behind your dashboard — from checklist selection to the 24-hour purge.
Never start from a blank screen. Select a pre-built industry pack or define your own rules in plain English. Enter your client's name and contact, and your custom portal is live instantly.
Your client receives a friendly WhatsApp and email notification with their secure link. Subsequent follow-ups name only what is still missing, and stop automatically the moment the last item passes.
Hi Rahul, your visa checklist is ready. Upload here (no login needed):
vetlaz.com/u/rahul-sharma
Thanks for the Passport and Transcripts! We just need your May 2026 Bank Statement.
partial reminder: only missing items listed
Chasing stopped automatically
6 of 6 verified: zero further reminders sent
The instant a client drops a file, Vetlaz reads it while they are still looking at the screen. Wrong document type, wrong date, blurry scans, or missing stamps are caught and politely resolved on the spot.
Verified files are automatically renamed to your standard convention, filed into your client's designated folder in Google Drive, and prepared for 1-click ZIP download.
Owner selects “UK Student Visa Pack”, enters Rahul's name, WhatsApp and email. Magic token minted.
WhatsApp Business template+transactional email deliver vetlaz.com/u/rahul-sharma. No login, no app.
Client taps the link on their phone and uploads IMG_8492.jpg straight from the camera roll.
“This statement is from April 2026, but we need May 2026.” Client re-uploads while still on screen.
Rahul_Sharma_Bank_Statement_May2026.pdf streams into Drive / Visa Clients / Rahul Sharma.
6/6 green. Chasing halts, owner notified, CSV row appended with extracted fields.
Temporary buffer deleted from Supabase storage. Audit log retained. Storage bill: $0.00.
FileInvite's minimum annual contract lock-in, which forces small firms into enterprise tier pricing.
Content Snare's Basic cap. Completed requests still count against you until manually archived.
Legacy platforms strictly ration SMS follow-ups, with no native WhatsApp conversational engine.
Export your active client list as CSV from any legacy tool.
Bulk-import into Vetlaz; we map columns to checklist slots automatically.
Connect Google Drive, press dispatch. Every client gets a fresh magic link.
A general chatbot is a single-user private assistant inside your personal account. A service firm managing hundreds of clients cannot grant external clients access to internal systems. Vetlaz acts as an autonomous deterministic gatekeeper.
A general chatbot is a single-user private assistant inside your personal account. A service firm managing hundreds of clients cannot grant external clients access to internal systems. Vetlaz acts as an autonomous deterministic gatekeeper.
Clients need clean, branded, zero-login portals accessible on mobile via /u/client-name without account setup friction.
Vetlaz orchestrates verified WhatsApp Business templates and transactional email queues across all clients in parallel.
Catching invalid documents while the upload screen is still open increases client re-upload rates from 15% to over 80%.
Files stream straight to your Google Drive. Temporary cloud buffers are purged in 24 hours to comply with DPDP and GDPR.
Stream to temp bucket, sha-256 hash, TLS 1.3
Empty, corrupt, wrong ext, < 15KB image → instant reject
GPT-6 Luna / Sol or Gemini Flash vision pass
{ passed, feedback, extracted } strict JSON
Rename → Drive → 24h purge → audit log
Clients need clean, branded, zero-login portals accessible on mobile via /u/client-name without account setup friction.
Vetlaz orchestrates verified WhatsApp Business templates and transactional email queues across all clients in parallel.
Catching invalid documents while the upload screen is still open increases client re-upload rates from 15% to over 80%.
Expose a read-only Model Context Protocol endpoint so an owner's OpenAI Dot can query “who still owes a passport?”.
Indian visitors see INR with instant UPI via Razorpay. International visitors see USD via Stripe.
Solo CAs, independent immigration consultants, boutique agencies.
3 to 15 person visa agencies, CA practices, brokerages, studios.
High-volume immigration practices, multi-partner accounting firms, lenders.
Model:~9 minutes of staff time per document (chasing, reviewing, renaming, filing) × a 78% reduction once AI gates the upload. Figures are illustrative.
That's roughly a full working week handed back to your team every month.
No matches. Try “retention”, “whatsapp”, “pricing” or “security”.
Book a 10-minute live setup call. We'll build your firm' s first checklist on screen and send a test link to your own WhatsApp.
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