Get started with Client Requests — Staff
Before you begin: Client Requests must be enabled for your firm before you can use it. If you do not see the enablement banner on a new engagement, contact your firm administrator.
Queries are switching to Client Requests. This section covers everything you need to start requesting information and documents from your clients in Caseware Cloud engagements.
Add client contacts to an entity
Before you can assign a request to a client contact, they need an account and access to the entity. Adding a contact to an entity requires the Entities Admin or Settings Admin role. If you don't have either role, contact your firm administrator.
To learn more, see Create an account for staff or contacts and Grant users and groups access to entities.