Summary

1. Introduction

   • 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

2. Task assignment

   • Assign tasks such as uploading files, signing documents, or filling out forms to clients
   • This feature facilitates clear communication and task completion

3. Flexibility in creating requests

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

4. Creating a aask

   • 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

5. Configuring notifications

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

6. Scheduling requests

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

7. Dedicated chat

   • Access a dedicated chat for real-time communication with clients
   • Instant notifications ensure prompt responses and efficient collaboration

8. Client portal access

   • 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

9. Task completion notifications

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