Client request templates can be made to automate your firm's client requests.
What's in this Video:
Create Client Request Templates
Apply Client Request Templates to Task Templates
How Do I Create and Use Client Request Templates?
Client Request Templates help standardize information requests sent to clients and can also be embedded inside Task Templates to automate workflows.
Required Plan, License, and Permissions:
Access to Templates
Permission to create or edit Client Request Templates
Admin permissions required to edit all templates (staff can edit only those they created)
Using Client Request Templates ensures consistent communication, automated reminders, and fewer manual follow-ups—especially for recurring workflows like tax returns or document collection.
Table of Contents
Create a Client Request Template
To create a new template:
Click Templates.
Select Client Request from the slide-in menu.
Enter a Name for the template (e.g., “Send Forms”).
Select a Due date.
Configure Client reminders:
Choose which days reminders should be sent.
Select the duration from the For dropdown menu.
(Optional) Add Automation:
Select a condition (e.g., When request status is “Needs Review”).
Select an action (e.g., Send team member notification).
Choose who should be notified (e.g., All team members assigned to the request).
(Optional) Add a File:
Attach an existing file, or
Upload a new file.
Add Instructions in the description field to guide the client.
Click Save.
As you build the template, a workflow map will display showing the due date and reminder cadence.
Best Practice: Include clear instructions in the description field (e.g., list specific forms needed). This reduces back-and-forth during busy seasons.
Edit a Client Request Template
Admin users can edit all Client Request Templates.
Staff users can edit only the templates they created.
To edit a template:
Go to Templates > Client Request.
Click the three-dot (More options) icon next to the template.
Select Edit.
Make the necessary updates.
Save your changes.
Apply a Client Request Template to a Request
Once created, templates can be applied when sending a Client Request.
Click the Global + button.
Select Create Client Request.
Click the Template dropdown.
Select the desired template.
Complete any remaining details.
Send the request.
This ensures consistent due dates, reminders, files, and automation rules.
Add a Client Request Template to a Task Template
Client Request Templates can also be embedded within Task Templates to automate standardized workflows.
This is especially useful for recurring processes like tax returns, where you consistently request the same documents or signatures.
To add a Client Request Template to a Task Template:
Click Templates.
Select Task Templates.
Locate the relevant task template.
Click the three-dot icon and select Edit.
Scroll to the bottom of the workflow.
Click Add a Client Request.
Click Apply Template.
Select the desired Client Request Template.
Save your changes.
The Client Request will now trigger as part of the task workflow sequence.
Troubleshooting
Template does not appear in dropdown
Confirm it has been saved.
Verify you have permission to access the template.
Automation is not triggering
Confirm the correct condition and status were selected.
Ensure the request status changes match the automation rule.
Staff cannot edit a template
Only Admin users can edit all templates.
Staff can edit only templates they created.
Summary
Client Request Templates standardize how you collect information from clients and automate follow-ups.
Create templates with due dates, reminders, and automation.
Add instructions and files for clarity.
Apply templates when sending requests.
Embed templates in Task Templates to streamline recurring workflows.
Using templates reduces manual work and ensures consistent client communication.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.