Data processing overview
How RequestFlow processes client documents and request data.
Your firm decides what documents to request from clients. RequestFlow processes that data to provide private upload links, reminders, status tracking, file scanning, exports, billing, security, and support.
This page is a plain-language summary. The signed agreement controls if there is a conflict.
Processing details
Your firm decides what client documents to request and how to use them.
RequestFlow processes request data and uploaded files to operate the document collection service.
Request details, client uploads, file metadata, staff user data, audit events, billing records, and support records.
Upload links, file collection, reminders, status tracking, file scanning, exports, security, billing, and support.
RequestFlow uses providers for hosting, storage, email, billing, monitoring, and support.
Firms can export files and delete data through account controls. Backups and logs follow the retention policy.