ClientBrief

Stop chasing clients for documents, just send a checklist.

8 followers

Stop chasing clients for documents, just send a checklist.

8 followers

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Productivity

•

Finance

ClientBrief replaces the email chaos of collecting documents from clients. Send a checklist link — clients see exactly what's needed and upload directly, no account required. Track everyone's progress from one dashboard and let automatic reminders handle the follow-ups. Free to try.

Free

Launch tags:Email•Productivity•Business

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Promoted

Maker

📌

Hey PH! 👋 I built ClientBrief because I saw accountants and bookkeepers spending more time chasing documents than doing actual work — endless email threads, missing attachments, clients replying to the wrong message. The idea is dead simple: send one checklist link, clients upload what's needed, you track progress from a dashboard. No login required for clients, automatic reminders handle the follow-ups. I'd love to hear your feedback — especially if you work in professional services and deal with this pain daily. What would make this more useful for you? Happy to answer any questions! 🙏

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7mo ago

Hi Adrian, a really interesting solution! Is there a limit on the number of documents or the file size?

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7mo ago

Maker

@lorengarcialv25

Hi Loren, the limit is currently at 30MB per file. In the future my idea is to make it configurable.

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7mo ago

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