Email invite from a firm using Suralink (client side)
Submitted demo-request form (firm side)
Login credentials issued by email after approval
Skill level
No code — point and click
Worth knowing: No free plan or self-service signup — you must request a demo and wait roughly a day or two to be approved and issued login credentials.
Summarized from 2 community tutorials · July 2026
Highlights
Centralized PBC request listsOrganizes all document/information requests by category with live status (outstanding, fulfilled, reviewed) instead of email chains or spreadsheets.
Per-request team assignmentAssign specific requests to team members or restrict visibility to only assigned users for sensitive items.
In-app document preview and commentsPreview uploaded files directly in the browser and leave pinned comments tied to a specific document, with @mention notifications.
Real-time submission trackingAs clients upload files, requests auto-update to fulfilled and firms can mark them reviewed, accepted, or send follow-up comments.
Reusable engagement templatesSave a completed request list as a template to speed up setup for future recurring engagements.
Summarized from 2 community tutorials · July 2026
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