Guides
Practical, tool-agnostic guides for firms that collect documents from clients: how to build a request, what to write in reminder emails and how to run client onboarding without the back-and-forth.
7 min read
How to collect documents from clients: a practical process for service firms
A practical process for collecting client documents: build the checklist, explain each item, use one link, check files on arrival, remind and file them well.
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8 min read
Document request email templates: 8 reminder emails you can copy
Eight document request and reminder email templates you can copy, from the first request to the final reminder, plus advice on timing and tone for each one.
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7 min read
Client onboarding process: a step-by-step guide for accounting, legal and advisory firms
A step-by-step client onboarding process for accounting, legal and advisory firms, from signed proposal to first deliverable, with what to automate and avoid.
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Client document checklist templates
Free document checklists for accounting onboarding, Schengen visas, KYC, agency onboarding, new hires and mortgage applications, with a request email to copy.