How to Collect Client Documents Without Chasing Emails checklist

CLIENT FILE REQUEST CHECKLIST

Job:
Person checking the files:
Required files and accepted formats:
Optional files:
Due date:
Upload link:

For each file: missing / received / checked
Reminder time:
Reminder wording:
What happens if the client needs more time:
How replacement files are handled:
Who confirms the job is ready:

TEST
Can the client upload?
Are other clients’ files hidden?
Does a complete request stop reminders?


From Automations For Business
https://automationsforbusiness.com/blog/how-to-collect-client-documents-without-chasing-emails