Document request, now a conversation.
Tell Xenora what you need. It talks to your client, chases the missing pieces, and validates every file. You just approve.
Less chasing. More closing.
One platform for every professional document workflow. Zero complexity.
Every document checked before you look.
AI validates. System reminds. You approve. While you work, Xenora follows up.
Sign up.
Pick your practice area, then start your first conversation or flow.
Xenora follows up.
Chases the documents, validates every upload, and hands you a verified file set — ready for approval.
Nothing slips through.
Every conversation, client, and document, tracked in one place.
Let's Collaborate.
One click to add your team. Collaborate, assign, and approve — together.
Features
Converse
Every document request is a two-way conversation. Xenora talks to your client on WhatsApp and email, answers their questions, and asks for exactly what is missing — and your team can step in on the same thread anytime. All conversations live in one inbox.
Collect
Send your client a personalised document checklist via WhatsApp and email. No sign-in required — they reply on WhatsApp or upload through a secure link sent on WhatsApp and Email, right from their phone. Multi-party cases handled automatically — every director, partner, or employee gets their own link.
Validate
Every upload is checked instantly by AI — document type, legibility, name match, and recency. Conflicts caught before you open the file. Errors flagged before they become problems.
Track
One dashboard. Every case. See exactly what has been submitted, what is pending, and what needs your attention — across all clients, all domains, all team members.
Automate
Reminders sent automatically. Follow-ups handled without lifting a finger. Cases move forward on their own — you step in only to approve.
Close
Approve the case, download a verified file set — tagged, classified, and AI-reviewed. Full audit trail attached. Every document accounted for. Case closed and archived in one click.
Enterprise
Every organisation is different. Xenora works with enterprise teams to design custom document workflows, configure domain-specific validation rules, and integrate seamlessly with your existing systems — ERP, HRMS, LOS, or any internal platform — through a clean, well-documented API.
White-label options, dedicated infrastructure, custom SLAs, and priority support are available for teams that need more than a standard plan.
Let's talk. [email protected]
Questions, answered.
Everything teams ask before switching from email and WhatsApp groups. Still unsure? Talk to us.
What is Xenora?
Xenora is the document workflow platform for professional services firms. No sign-in required — clients reply on WhatsApp or upload through a secure link sent on WhatsApp and Email. AI validates. Your team approves. Everything lives in one place — no more scattered email threads, no more chasing.
What is a Xenora conversation?
Every document request in Xenora is a conversation. Xenora messages your client on WhatsApp or Email, answers their questions, asks for what is still missing, and validates each file as it arrives. Your team sees every conversation in one inbox and can reply on the same thread at any time.
Who is Xenora for?
Xenora is built for document-driven professions: Chartered Accountants, auditors, lawyers, HR teams, loan processors, tax consultants, and company secretaries — anyone whose work starts with collecting the right paperwork from clients.
How is Xenora different from email or WhatsApp groups?
Email has no structure. WhatsApp has no versioning. And your juniors have no time left for real work. Xenora gives every engagement a clear checklist, automatic reminders, AI-validated uploads, and one source of truth for the whole team.
Do clients need to install an app or sign in?
No sign-in, no app, no friction for your clients. They reply on WhatsApp with their files, or upload through a secure link sent on WhatsApp and Email — no account, no password.
What does AI document verification do?
Xenora’s AI checks incoming documents for the right type, completeness, legibility, and key fields. It catches issues like blank pages, wrong document type, expired IDs, or missing signatures before a human reviewer ever opens them — saving your team hours of cleanup.
Can I build custom document workflows for my practice?
Yes. Beyond pre-built workflows for audit, tax, KYC, HR onboarding, loan processing, and legal, Xenora lets you build a checklist for any client requirement and save it as a reusable template — your practice, your process.
Is Xenora a document management system (DMS)?
Xenora is a lightweight DMS purpose-built for client document collection and review, not a heavyweight enterprise content platform. You get versioned storage, audit trail, search, and access control per client — without the implementation cost of a traditional DMS.
Is Xenora a lightweight alternative to heavyweight document workflow software?
Yes. Traditional document workflow suites require weeks of setup, dedicated admins, and force every team into a single rigid process. Xenora is a light workflow tool — your team is collecting documents the same day they sign up, with reusable templates per use case (audit, loan, KYC, HR onboarding) and no implementation services.
Can Xenora replace email + spreadsheet-based document collection?
That is exactly what Xenora is designed for. Replace the email threads, WhatsApp groups, and master spreadsheets with one place where every client request, upload, reminder, review, and approval is tracked — visible to your whole team and audit-ready.
Does Xenora do intelligent document processing (IDP)?
Xenora’s AI layer performs document classification, completeness checks, and key-field extraction on every upload — the core capabilities of an IDP system, embedded directly into the collection workflow so it runs before a human reviewer ever sees the file.
How do I request documents from clients?
With Xenora, you pick a checklist (audit, ITR, KYC, onboarding, loan, custom), add the client, and hit send. The request goes out on WhatsApp and Email — no login, no app install for the client. No sign-in required — they reply on WhatsApp or upload through the secure link sent on WhatsApp and Email. Xenora’s AI validates each upload as it arrives, automatic reminders fire until everything is in, and your team only reviews what passes the AI gate. One workflow replaces the scattered email-and-WhatsApp chase.
Does Xenora work as practice management software for CA and legal firms?
Yes. Xenora doubles as practice management software for CA practices and legal teams — an intelligent DMS where every client document is organized against their record, versioned, searchable, and audit-ready. It covers the full lifecycle professional services run daily: document collection, document organization, review and approval, and contract lifecycle management — with WhatsApp and Email as the front door instead of a portal nobody logs into.
How do I organize documents from multiple clients in one place?
Every client gets their own workspace in Xenora. Documents are auto-organized by client, engagement, and document type — no manual folder discipline required. Search across the entire practice, filter by status (pending, in review, approved, overdue), and pull a complete history per client when audit time comes. The AI tags incoming files so nothing lands in the wrong folder.
How is Xenora different from Content Snare or FileInvite?
Content Snare and FileInvite are web-portal-first. Xenora reaches clients on WhatsApp and Email: no sign-in required — clients reply on WhatsApp or upload through a secure link sent on WhatsApp and Email. AI validation runs on every file as it arrives, not as a separate review step, and pre-built workflows for ITR, GST, audit, and KYC work out of the box.
Can clients send documents without creating an account?
Yes — that is the whole point. No sign-in required — clients reply on WhatsApp or upload through a secure link sent on WhatsApp and Email. No download, no signup, no password reset. Friction kills response rates; Xenora removes it.
Does Xenora replace SharePoint, Box, or Google Drive for client documents?
For the client-facing collection layer — yes. SharePoint, Box, and Drive are great for internal storage, but they were never designed for getting documents from people outside your organization. Xenora handles the messy front end — the chase, the validation, the back-and-forth — and gives your team a clean, audit-ready record per client. Many firms keep Drive or SharePoint for internal collaboration and use Xenora as the external collection and lifecycle layer.