Every document, filed to the client and engagement it belongs to.
Every document, filed to the client and engagement it belongs to, findable from one global view. With the request, the upload, and the signature all leaving a trail.
Where documents actually live today
Some are in the shared drive, in folders whose naming convention changed three times in five years. Some are in email attachments, findable only by remembering who sent them and roughly when. Some are in the old portal from the last software attempt. A few are on someone’s desktop.
Each document exists. Finding it during a client call, or a review, or a CRA or IRS inquiry, is another matter. The cost is not storage. It is the minutes spent searching, several times a day, across the whole team.
Filed by default, not by discipline
Documents in Untangly don't rely on anyone's filing habits, because they arrive pre filed. The organizing happens at the moment of arrival, automatically. Which is the only moment it reliably happens at all.
It lands in that client's file, attached to that engagement.
The executed copy files itself with the engagement, audit trail included.
They live with the project, and with the client, at once.
One view over everything
The global document view is exactly what it sounds like: every document across every client and engagement, searchable and filterable in one place. By client, by engagement, by type, by date, by who touched it. In practice: any document, from any client, in seconds, without asking anyone where it is.
Global documents, filtered to "2025 year end, signed engagement letters." Forty one results on one screen. Sample data. Firm and client names are fictional.