Client Document Requests

Document Requests is the focused file-collection queue in the DayZero client portal (the /client shell). Instead of chasing files over email, the firm creates a specific, titled request ("Upload your 2025 W-9", "Send the signed engagement letter") and the client sees exactly what's outstanding and uploads it securely. Firm staff preview the queue through Client View. Every request is tracked from open to fulfilled, with notifications flowing both directions.

Key capabilities

• Firm-created requests scoped to a specific client business, each with a title, optional description, and optional due date
• Dedicated client queue with Open and Completed tabs
• Secure client upload directly from the portal — files land in encrypted object storage
• Status lifecycle: open → fulfilled, or cancelled by the firm
• Overdue indicator when an open request is past its due date
• Sidebar Document Requests badge counting open requests (polled periodically)
• Notifications to the client on a new request and to the firm when it's fulfilled
• Short-lived, secure download links for both the client and the firm
• Read-only client-portal users can still fulfill their own requests
• Firm can cancel a request that's no longer needed

How it works

A firm user creates a request against a client business. It appears in the client's queue and notifies them; the client uploads the file, which flips the request to fulfilled and notifies the firm. Either side can later open the file through an expiring secure link; the firm can cancel an open request.

flowchart TD
  create["Firm creates request (title, due date)"] --> notify["Client notified"]
  notify --> queue["Open in client queue"]
  queue --> upload["Client uploads file"]
  upload --> fulfilled["Status: fulfilled"]
  fulfilled --> firmnotify["Firm notified + downloads"]
  queue --> cancel{"Firm cancels?"}
  cancel -->|"Yes"| cancelled["Status: cancelled"]

How to use it

1. Firm: from Settings → Clients, click Request Doc on a client and describe what's needed (and optionally a due date).
2. Client: open Document Requests in the portal sidebar; the badge shows how many are open.
3. Client: on the Open tab, open a request, read the description, and click Upload document to attach the file.
4. The request flips to Uploaded/fulfilled and the firm is notified; it moves to the Completed tab.
5. Either side: reopen a fulfilled request to download the file via a short-lived secure link; the firm can cancel a request that's no longer relevant.

Pro tips

• Firm-side: be specific in the title (include the year or exact document name) so the client uploads the right file the first time.
• Firm-side: set a due date on time-sensitive asks — the client's queue shows an Overdue flag once it passes.
• Firm-side: cancel stale requests to keep the client's queue clean and focused on what still matters.
• Client-side: use this queue instead of email for anything sensitive — files never travel through an inbox and downloads use expiring links.
• Client-side: the Open tab is your to-do list; once it's empty you've sent the firm everything they asked for.

In-depth guide

What the client can see vs. do

Status lifecycle

Access controls

• Scope: requests are tied to a single client business, so a client only ever sees the requests for the business they're viewing.
• Read-only users can fulfill: fulfilling a request is treated as a read-level operation precisely so read-only client-portal users can respond.
• Secure downloads: both sides use short-lived links rather than permanent URLs.

How firm-side data flows in

• The firm creates and tracks requests from its side (Settings → Clients, plus a firm-wide document-requests list with its own open count).
• The client portal mirrors the open/fulfilled/cancelled state for the active business.
• Uploads land in the same encrypted storage the firm reads from — no email handoff, no duplicate copies.

Notifications

• Creating a request notifies the client.
• Fulfilling it notifies the firm.
• Both events also appear in the respective Notifications inboxes, and the client's sidebar badge reflects the current open count.

Edge cases

• No business selected: the page shows "No business selected."
• Empty queue: the Open tab shows "You're all caught up — no documents requested."; Completed shows "No completed requests yet."
• Overdue: an open request past its due date is flagged Overdue but remains fulfillable until uploaded or cancelled.