Requests

Guides

One real-world task from start to finish, including what the other person sees.

• Collect onboarding documents from a new client An accountant needs a passport, a proof of address and last year's statements from a new client. One request, one link, nothing by email.
• Publish an intake form on your website A clinic lets new patients send their referral and a short questionnaire through one public link, encrypted for the practice.