What is Client Requests?

Client Requests is a workflow for requesting information and documents from your clients, and it replaces Queries in engagements when you enable it. A request is built from question sets and individual request questions that you assign to specific client contacts, each with its own due date.

Request and request question statuses update automatically as clients respond, and the Verity response validation agent checks each submission before you accept it. Clients work in the client portal, which shows everything assigned to them across their engagements.

For more information on Client Requests, see Get started with Client Requests — Staff. If your firm has sent you a request, see Get started with Client Requests — Contact.