RequestFlow

Terms of Service

The terms that govern RequestFlow workspaces, trials, paid plans, and client document collection.

RequestFlow helps firms request, collect, review, and export client documents through secure upload links.

Terms overview

Overview

RequestFlow helps firms request, collect, review, and export client documents through secure upload links.

Using the service

Use RequestFlow for normal business document collection. Do not use it to disrupt the service, bypass access controls, collect credentials, or send misleading requests.

Your firm's role

Your firm decides what to request, who receives each link, how long records should be kept, and what professional or regulatory obligations apply.

Questions

Questions about the website, trial access, or paid terms can be sent to support@request-flow.com. Do not send client documents by email unless we have agreed on a secure support process.

Terms of Service | RequestFlow