Who we serve
One front door for every regulated business
Any team that exchanges sensitive files with clients gets the same seamless, secure, audit-ready channel — tuned to their workflow.
The short version
Seamless. Simple. Efficient. Secure.
Four promises, one product — the 50-second version of what Susceptio does for every regulated business.
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Four promises, every segment
Seamless
Clients send and receive files through your branded form — no secure-email hoops, no portals to log into.
Simple
One script tag on your site. A form per team or workflow, each with its own notifications — updated instantly.
Efficient
Files arrive organized — in your Microsoft 365 or our encrypted backend — a single, searchable source of truth via email, dashboard, or drive.
Secure
Every file scanned before staff access; every interaction logged into a full client history.
The segments we serve
Community banks & credit unions
Loan packages, KYC documents, financial statements — collected and returned with an audit trail your examiner can read. Local service, airtight security.
Regional banks
A form per team — commercial lending, HELOC, treasury — each with its own branding, routing, and notifications, all managed in one place.
Law firms
Discovery and due-diligence documents with a defensible chain of custody — and signed filings returned through the same channel.
Accounting & tax prep
Returns, K-1s, and 1099s collected from clients and filed straight into SharePoint or our encrypted backend — not scattered across an inbox.
Healthcare practices
Referral packets, records requests, and insurance documents with the audit rigor regulated workflows demand. Ask us about BAA requirements.
Insurance agencies
Claims documents and accident photos — scanned before staff touch them and routed to the right team's workspace.
Real estate brokerages
Transaction documents and disclosures, branded per office, logged end-to-end from first upload to signed return.
Title agencies
Closing packages, lender documents, and borrower PII exchanged with buyers, agents, and underwriters — every file scanned and logged with a chain of custody.
Government contractors
Proposal documents and compliance filings from external parties — access-controlled, fully logged, and delivered into your existing drives.
Replace your intake stack with one audit-ready system
See Susceptio live with your own branded tenant. We'll have a sandbox ready in under a business day.