Small asks like scripts, letters and certificates take up a lot of phone and admin time. Clients can now send them from the portal, they become a task straight away, and the client watches it move from Sent to In progress to Done. Fewer calls and emails chasing it.

For Clients

• A new Requests page in the portal. They pick what they need, add a short note and up to 5 files, and send it.
• They can follow every request they've sent, and the files they sent stay in My documents.

For Your Team

• Each request arrives as a task with the client's note and files.
• As you move the task along, the client sees the update.

You Choose What Clients Can Ask For

Any task template can become a request type. Tick Client under "Who can create tasks from this template".

Hear About New Requests

Add an automation rule: Task Created, Created By is Client, then Send Notification. The same Created By condition works on Task Completed, so you can tell the client when it's done.

Getting It

Requests is switched on per practice. Contact our support team to turn it on. It works in every client portal.