DocRoundupYOUR CHECKLIST. YOUR WAY OF WORKING.
Different businesses. The same document chase.
Start with a useful checklist, then make it fit the work in front of you.
Bookkeepers
Give every client a clear list of statements, receipts and invoices. Spend less time figuring out what has arrived.
A starting point—add or swap requirements.
Law firms
For a business agreement review, collect the agreement, relevant business details and the questions the client wants answered.
A starting point—add or swap requirements.
Mortgage teams
Give applicants a clear checklist for employment, income and down-payment documents requested by their mortgage professional.
A starting point—add or swap requirements.
Agencies & consultants
Collect the project brief, available brand guidelines and answers about goals and audience before creative work begins.
A starting point—add or swap requirements.
Accountants
Bring year-end statements, asset invoices and supporting schedules into one request your client can follow.
A starting point—add or swap requirements.
Insurance brokers
Collect policy documents and the renewal information requested by the broker or insurer, such as updated revenue and payroll figures.
A starting point—add or swap requirements.
Property managers
Give applicants a clear request for application details, relevant income information and rental history or references.
A starting point—add or swap requirements.
Real estate agents
Keep your buyer’s requested documents and follow-ups in one place.
A starting point—add or swap requirements.
Sports teams & leagues
Collect player registration details, league-requested documents and parent or guardian signatures in one request—for rep teams, house leagues and sports clubs.
A starting point—add or swap requirements.
LESS BACK-AND-FORTH