How it works

A request moves from open to complete as each item is answered and accepted. Here is the whole loop.

Step 1
Build the request
Give it a title, add your client’s name and email, and add sections of items. Each item’s prompt says exactly what you need.
Step 2
Send one link
Send the request. Your client gets an invitation email with a private link that stays valid for 14 days.
Step 3
Your client answers
They open the link, write answers, upload files and submit each item. No account and no password.
Step 4
Review each item
Accept what is right. For anything that is not, request changes with a short note; the item goes back to your client.
Step 5
Remind and track
Send a reminder while items are still open (once a day at most) and check the email history to see what was delivered.
Step 6
Complete
When every item is accepted, the request is complete and every file is ready to download.

Your next project’s content, in one place