Every client document, in the right folder, without asking twice
A ready-made document collection workflow for any service business. Clients upload from their phone or laptop, and your team checks every file before it's filed.
- Steps
- 9 steps
- Typical length
- 1 to 2 weeks
- Who’s involved
- Client, Reviewer
- Works with
Google Drive
Dropbox
SharePointHubSpot
Pipedrive
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Send the request
2 steps - 2
Collect the files
2 steps - 3
Review and follow up
3 steps - 4
File and close
2 steps
Every document request turns into a long thread
You asked for the statements. One came back blurry, one is last year's, and the rest are buried in a reply.
Only the files that apply
A few questions up front shape the list, so clients never guess what you meant.
Sent back with a reason
A blurry scan goes back with a note saying why, not a fresh email thread.
Filed where you already look
Accepted files go to the client's folder in Google Drive, Dropbox or SharePoint.
- Answer the checklist questions
- Upload the documents
- Replace rejected files
- Send what's still missing
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the set of steps for getting the right files from a client, from the first request to the message that says nothing is missing. In Hubflo, the client uploads in their portal and your team reviews each file as a task.
