Ask a client for documents

Send a request and receive the files in the matter.

1. 1On the matter, open Requests and create a request listing what you need.
2. 2The client gets an email with a secure link to the portal.
3. 3Uploaded files arrive in the matter and the request is ticked off for you to review.
4. 4Reminders go out on a daily schedule until the request is complete.

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