Email request alternative
Keep the friendly client handoff, but move the actual document chase into a checklist with status.
RequestFlow keeps each request, upload, receipt, and follow-up item together, so staff can see the current state without rebuilding the thread.
The original request gets buried under replies, forwards, and unrelated questions.
Clients send partial documents and assume the task is complete.
Staff spend time reconciling attachments before the files are ready to use.
RequestFlow is focused on the collection step: what was requested, what came in, what was accepted, and what still needs a client response.
Use email only to introduce the request and share one private checklist link.
Let clients upload files without creating an account.
Keep each file attached to a requested item.
Send shorter follow-ups based on what is actually missing.
Use plain item names tied to the client work in front of you.
Clients see a short checklist. Staff see which items are missing, submitted, accepted, or need replacement.
See product screensPrivate checklist link active
Upload the remaining files here. Your firm will see each upload as soon as it is received.
Yes. RequestFlow can sit behind the email your clients already expect, while the upload and status tracking happen through the checklist link.
The beta is designed around private checklist links so clients can upload without creating another account.
Email is conversational. Document collection needs a current list of what has been received, accepted, and still needs follow-up.
Share the client request you would clean up first. We will reply with beta availability and founder pricing details.