Collaboration & sharing · Unterlagen anfordern

Open request: progress, deadline and "Send by link"

The created request shows the message, the progress "0/3", the deadline and each item with its status "open". From the card you send it with "Send by link", follow up with "Request more", complete with "Complete" or withdraw it. "What's still missing?" summarises the rest, and automatic reminders are switched on. For clients without portal access, this is the way to collect documents in a structured manner.

To the feature: Client portal →

All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.