Send client requests

Table of Contents

Ways to send client requests
Send a client request to one client
Send client requests to multiple clients
Set up client request reminders
Client view

Send client requests to gather information from clients using customizable forms. Requests can include text, dates, file uploads, and other question types.

Ways to send client requests

Note

Client requests can be sent by the firm owner, admins , and team members with the Manage client requests access right .

There are different ways to send client requests:

Send to one client
Send to multiple clients at once
Send automatically via pipelines

Send a client request to one client

To send a client request to a client:

Open the send dialog using any of these ways:
- Click New at the top and select Client request.
- Open the client’s account, switch to the Requests tab, and click New client request. The account is pre-filled automatically.
- Open a chat with the client, then create a new request via the Attach option.
- Open a job card and, in the Linked section, click New and select Client request. The request is linked to the job automatically .
Fill out the request details. See Client request field reference for details on each option.
Click Send.

The client receives a notification by email and a push notification on the mobile app.

Send client requests to multiple clients

To send the same request to multiple clients:

Go to Account > Clients from the left menu bar, select the checkboxes next to the clients you want to send the invoice to, then click More actions in the menu bar and select Send client request.

Fill out the request details. See Client request field reference for details on each option.
Click Send.

The clients receive a notification by email and a push notification on the mobile app.

Set up client request reminders

Reminders are automatic follow-up emails that nudge clients who haven’t submitted a client request yet.

To turn them on, toggle on Reminders when creating or sending the request, then set:

Days until next reminder — how often the reminder repeats (default: 3)
Number of reminders — how many reminders to send in total (default: 1)

You can update these settings later by editing the pending request.

To resend a reminder manually at any time, click the three dots to the right of the request in the list and select Resend.

Tip

More on reminders — exact field defaults, stop conditions, and the menu action for each manual resend.

Client view

If notifications for the client are on, they’re informed of receiving a request. Clients can see and open requests in different ways:

Client portal or mobile app: Click the notification under the Waiting for action section or the link on the Requests page.
Email notification: Click Respond to request in the email. If Require sign-in is enabled, the client logs in to view the request. If disabled, they can access it in the browser and respond without signing in.