// Platform · Platform · Custom Checklists
Custom Checklists
Build the exact list your engagement needs. Reuse templates across clients. Specify file types and add per-item instructions.
// Capabilities
Templates
Save once, reuse forever. Industry presets included.
Per-item types
Force PDF, image, or accept any file.
Per-client lists
Override template items for unique clients.
// How it works
1. Pick a template
Or start from scratch.
2. Customize
Adjust items, instructions, file types.
3. Send
The checklist becomes the client portal.
“The magic link portals are brilliant. Our clients are not tech-savvy and they have zero issues uploading documents.”
// Pairs well with