How to collect documents from clients without living in your inbox
Name each item, give one link, show what is missing, review per file, chase automatically, and keep passports out of the inbox.
Read the guideIntake resources
Build a cleaner client intake process.
Practical guides for teams replacing scattered emails, documents, and follow-up work with a clear workflow.
Vendor onboarding checklist: what to collect before the first purchase order
Company, capability, compliance and banking details, plus the documents to collect from a new supplier — organised by who at the supplier holds each one.
Read the guideA practical client intake process checklist for document-heavy teams
Map the seven steps that keep information, documents, ownership, and review moving without an email chase.
Read the guideLegal client intake checklist: open matters with less back-and-forth
Structure identity, matter details, declarations, and supporting documents before a legal team begins work.
Read the guideHow to reduce incomplete admissions applications
Make programme selection, transcripts, certificates, and applicant status easier to manage from one workflow.
Read the guide