Interactive Client Checklists
Streamline document collection with our real-time, interactive client checklists.AI Checklist Builder
Create perfect client intake checklists in seconds
“This is HUGE! I uploaded a PDF and it instantly turned into a clean, structured checklist.
Exactly what I needed!”
How the AI Checklist Builder Works
Generate from Prompt
Create a checklist for new clients → Complete checklist in seconds
Attach a File
Transform PDFs, Word docs, or spreadsheets into interactive checklists
Instant Customization
Edit, add, or remove items with one click
Effortless Client Experience
Send professional file requests that clients actually complete
Transform document collection from a frustrating back-and-forth into a smooth, professional experience. Your clients receive a branded link via email or SMS, follow clear step-by-step instructions, and upload documents directly to your secure portal. No more chasing clients for missing paperwork or dealing with scattered email attachments.
- One-click sharing: Send via email, SMS, or direct link.
- Mobile-optimized: Works perfectly on any device.
- Progress tracking: Clients see exactly what's completed and what's pending.
- Bank-level security: Your documents are encrypted and protected.
Real-Time Client Communication
Keep clients moving forward with instant help
When clients get stuck, they don't have to stop. Our built-in commenting system lets clients ask questions directly on specific checklist items, and you can respond instantly to guide them through the process. No more missed emails, phone tag, or clients abandoning their submissions halfway through.
- Item-specific comments: Clients can ask about individual requirements.
- Instant notifications: Get alerted immediately when clients need help.
- Contextual responses: Answer questions without losing track of where they are.
- Progress continuity: Clients stay engaged and complete more submissions.
Integrated Document Review Workflows
Approve, reject, and request corrections
When clients upload incorrect or unclear documents, our built-in review system makes it easy to provide specific feedback and request corrections. Send detailed explanations about what's wrong (blurry images, missing signatures, incorrect document types) and automatically notify clients to resubmit—all with just a few clicks.
- One-click approvals: Quick review and approval process.
- Automated reminders: Follow up automatically until documents are correct.
- Progress dashboard: See the status of all client submissions at a glance.