Collecting documents can get messy fast. Pipefile’s new Checklist Sections let you organize requests into clear groups, making client requests faster and easier to manage.
Tag: Checklists
New! AI Checklists
Pipefile introduces AI Checklists — instantly generate tailored document request lists from a prompt or PDF. Streamline client intake, court filings, and loan applications in seconds.
New! Reorder Templates
Pipefile now lets you reorder templates with a simple drag-and-drop interface. Keep your most-used templates at the top and customize your workflow your way.
New! Pipefile Comments
Pipefile now includes Comments — keeping client communication in one place. Clients can ask questions directly on requests, and you can reply from your dashboard.
New! Easier Document Reviews
Reviewing client documents is now simpler and more intuitive in Pipefile. Accept, reject, or mark items incomplete with clear visibility across your team.
How to Collect Documents Faster
Still using email or shared folders to collect documents? There’s a faster, safer way. Learn how Pipefile streamlines document collection and keeps clients on track.