Summary

The Client Request feature is designed to streamline your workflow by allowing you to assign tasks directly to clients

It enhances communication and ensures tasks are completed efficiently

Assign tasks such as uploading files, signing documents, or filling out forms to clients

This feature facilitates clear communication and task completion

Client requests can be integrated into ongoing projects or created as standalone tasks, offering versatility in how you manage your workflow

Navigate: Access the Work module by clicking on Work in the left navigation bar

Tasks: Proceed to the Tasks section

Create task: Click on Create task and select Client request

Design: Tailor tasks with specific names, descriptions, request types (e.g., e-signature, document upload), client selection, internal assignees, status updates, and assigned client contacts

Set up notifications to alert both you and your clients about task assignments, ensuring everyone stays informed and on the same page

Schedule requests to be sent at a specific date and time, maintaining a structured workflow and ensuring timely task completion

Access a dedicated chat for real-time communication with clients

Instant notifications ensure prompt responses and efficient collaboration

Clients receive an email with a direct link to the task

They log into the client portal using their email and a token, complete assigned tasks, and submit them effortlessly

Upon task completion, you receive confirmation notifications, providing transparency and closure to the process