Who it’s for

Different businesses. The same chasing.

Missing documents, scattered replies and progress calls cost time in every profession. Give your customers a secure place to send and your team a clearer way to work.

BY PROFESSION

Built around the way you work

The same secure link, shaped to your profession by the form you attach to it.

GP surgeries and clinics

General practice, private clinics, physiotherapy

The problem

Registration forms and photos of symptoms are sent by email or handed over on paper.

With Renvelock

  • A registration link on your website that works on any phone
  • Photos and letters attached to the right question
  • Staff see new submissions and reply without email

Example form: New patient registration

NHS numberDate of birthPrevious practiceMedicationAllergiesConsent

Dental practices

General and specialist dentistry, orthodontics

The problem

Medical history forms are filled in at reception, and referral X-rays arrive as email attachments.

With Renvelock

  • Patients complete their medical history before the appointment
  • Referring practices send X-rays and letters securely
  • Save each completed form as a PDF for your records

Example form: Medical history

MedicationAllergiesPregnancyPrevious treatmentX-raysConfirmation

Accountants and bookkeepers

Tax returns, payroll, year-end accounts

The problem

Tax season brings a flood of payslips, statements and receipts, often missing the one thing you asked for.

With Renvelock

  • A checklist form where each document has its own question
  • Required questions, so returns arrive complete
  • Pin the clients who need attention first

Example form: Self-assessment checklist

UTRP60Bank interestRental incomeReceiptsPension contributions

Therapists and counsellors

Psychotherapy, counselling, psychology

The problem

Intake questionnaires hold some of the most sensitive information a person can share.

With Renvelock

  • Clients answer in private, on their own device
  • Answers are encrypted before they leave the client’s phone
  • Only you can open them, with your own password

Example form: Initial assessment

Reason for contactingGP detailsCurrent medicationRisk questionsConsent to treatment

HR and recruitment

In-house HR, agencies, onboarding

The problem

Right-to-work documents and bank details are collected over email and forwarded between colleagues.

With Renvelock

  • One onboarding form for every new starter
  • Team roles, so only HR can open what was sent
  • Uploads delete themselves when you no longer need them

Example form: New starter

Right-to-work documentNational Insurance numberBank detailsEmergency contactSigned contract

Estate and letting agents

Lettings, sales, property management

The problem

Tenant referencing means collecting payslips, IDs and references from people you have never met.

With Renvelock

  • A referencing form per property or applicant
  • Close the link when the property is let
  • Follow each application with flags and comments

Example form: Tenant application

Photo IDLast 3 payslipsEmployer referencePrevious landlordGuarantor

Insurance and claims

Brokers, claims handlers, loss adjusters

The problem

Claims need photos, receipts and a clear account of what happened, all in one place.

With Renvelock

  • A claim form with photos attached to each question
  • Large photo and video uploads up to 500 MB
  • Claimants follow progress from their tracking link

Example form: Motor claim

Policy numberDate of incidentWhat happenedPhotos of damageRepair estimate

Financial advisers and mortgage brokers

Independent advice, mortgages, wealth management

The problem

A fact-find needs income, statements and ID, and clients hesitate to email them.

With Renvelock

  • A fact-find form clients complete at their own pace
  • Statements and payslips encrypted end to end
  • A record of every download for your compliance file

Example form: Mortgage fact-find

IncomeOutgoingsPayslipsBank statementsDeposit sourcePhoto ID

More time
for customers.

Give customers one place to reply, and your team a clear way forward. Start free, with no credit card required.

An adviser giving a customer her full attention across a tidy office desk.