Collecting the right documents from clients shouldn’t take hours of back-and-forth. Today, we’re making that process even faster with the launch of AI Checklists — a new tool that instantly builds a document checklist tailored to your workflow.
Whether you’re onboarding a new client, preparing a court filing, or collecting documents for a loan application, Pipefile’s AI can generate a complete checklist with a single prompt. Just describe what you need — for example, “rental lease application” or “family-based immigration case” — and we’ll return a ready-to-send checklist you can tweak and publish in seconds.
Already have a checklist?
You can also attach your existing PDF — even if it’s not fillable — and we’ll automatically extract the document request items and format them into a clean, interactive checklist your client can complete online. No more retyping or reformatting your old forms.
How it works
- Go to the new request page and open the AI Assistant.
- Either describe what you need (“new client intake for estate planning”) or upload your existing checklist file.
- Pipefile instantly generates a structured list of document requests.
- Review, customize, and publish — your client gets a seamless upload experience with exactly what’s required.
Built for professionals who need to move fast
AI Checklists are designed for attorneys, mortgage brokers, financial advisors, and anyone else who deals with sensitive, high-stakes client workflows. You’ll spend less time writing emails and chasing documents — and more time getting the work done.
Try it now at pipefile.com