Preview the flow
RequestFlow is designed so the first useful proof is the checklist itself: one secure link, clear upload receipts, and visible next actions for the firm.
The fully interactive send-yourself test opens with invited access. Until then, this page shows the workflow buyers usually want to confirm first.
You should be able to answer the practical questions a small firm asks before rolling this into real work.
The checklist should explain what is needed, what is missing, and what was already received without another training step.
The flow should work from a mobile browser with clear file selection, upload progress, and receipt confirmation.
Staff should see what arrived, what needs follow-up, and what is ready for review without rebuilding the story from email.
Receipts, reminders, security, pricing, and trust pages all need to feel coherent before a firm sends the first live request.
One secure checklist link, item-by-item status, and clear confirmation after every upload.
Tell us what kind of request you want to test first, and we will follow up when public access is ready.