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DOQLY

Document workflows,
without the chasing.

  • B2B SaaS
  • Document workflow
  • AI
  • Multi-role platform
  • Admin
  • Monitoring

B2B SaaS · Document workflow · AI · Luxembourg

From document request
to complete file.

A B2B document workflow platform built to structure the entire process between a professional and their clients.

Designed for business workflows in Luxembourg.

DOQLY / CLIENT + SUPER ADMINReal screenshots · demo data
Doqly client dashboard with overall completion, monthly activity, items to handle and the DOQLY Intelligence panel (demo data)
Super admin dashboard: organisations, subscriptions, AI tokens, growth and recent platform activity (demo data)

01 / The problem

Document collection looks simple.
Until you have to manage it at scale.

Business teams often need to request several documents from clients, know what is still missing, follow progress, manage secure access and keep track of multiple files at the same time.

DOQLY explores how this fragmented process can become one structured workflow.

doqly.lu
Doqly public landing page

02 / The workflow

One request.
One workflow.
One place to follow it.

A request can be structured around a client and the documents required for their file. The interface centralises the request and its progression instead of spreading the process across disconnected exchanges.

New request
New document request: choose a client, select the documents to request, sending settings
  1. Client
  2. Document request
  3. Secure request
  4. Document collection
  5. Status / completion
  6. Follow-up
Document requestsDemo data
Document requests list with statuses and secure links (demo data)

03 / Operations

The dashboard should answer:
what needs attention?

DashboardDemo data
Doqly client dashboard with overall completion, monthly activity, items to handle and the DOQLY Intelligence panel (demo data)
  • Active files
  • Documents waiting
  • Completed files
  • Secure sends awaiting reading
  • Overall completion
  • Monthly activity
  • Items requiring attention

04 / AI

AI inside the workflow.
Not beside it.

DOQLY Intelligence explores how an AI assistant can live directly inside a business application, close to the user's operational context rather than in a separate generic tool.

DOQLY Intelligence
DOQLY Intelligence panel, labelled via Anthropic

AI is most useful
when it understands the context around the question.

05 / Multi-role product

One product.
Two very different points of view.

The organisation needs clarity and simplicity.

The platform administrator needs visibility and control.

Client / OrganisationDemo data
Doqly client dashboard with overall completion, monthly activity, items to handle and the DOQLY Intelligence panel (demo data)
  • Requests
  • Clients
  • Documents
  • Sends
  • Support
  • Team
  • Settings
Platform / Super adminDemo data
Super admin dashboard: organisations, subscriptions, AI tokens, growth and recent platform activity (demo data)
  • Organisations
  • Monitoring
  • Subscriptions
  • Support
  • AI tokens

Same platform.
Different responsibilities.

06 / Administration

Building the product
also means building the control room.

Organisations, platform overview, subscription states, monitoring, legal-compliance monitoring and activity history — with AI tokens in the navigation. Every value shown is demo data.

01 — Platform overviewDemo data
Super admin dashboard: organisations, subscriptions, AI tokens, growth and recent platform activity (demo data)
02 — Monitoring & complianceDemo data
Platform monitoring: legal compliance and activity history (demo data)
03 — Document templates
Document templates managed by the organisation

07 / Product depth

DOQLY

  • Document requests
  • Client management
  • Documents
  • Secure sends
  • Team
  • Support
  • AI assistant
  • Organisations
  • Monitoring
  • Subscriptions
  • AI tokens
  • Platform admin

08 / What this project demonstrates

More than an interface.
A business process turned into software.

  • Business process understanding
  • Product thinking
  • Workflow design
  • AI-assisted development
  • Multi-role UX
  • Administration logic
  • Monitoring
  • Iterative prototyping

My role

Understand the workflow.
Turn it into a product.

My work on DOQLY combines business understanding, product structuring, interface design, AI-assisted development, testing and iteration.

The objective is not simply to produce screens, but to understand how the different users, states and actions of a business process connect inside one coherent application.

The interface
is the visible part.

The real product
is the system behind the workflow.