Import any checklist with AI.

Request files and information efficiently

One request. One dashboard. All documents collected, reviewed, and approved securely.

The demo runs in your browser. Sign up to save, send, and manage requests in your workspace.

Key benefits

  • Collect file uploads and structured answers in one request.

  • Track progress in real time from a single dashboard.

  • Import with AI from documents, PDFs, and spreadsheets.

Preview

Vendor onboarding

File request list

Secure link

W-9 form

Upload PDF

Required

Certificate of insurance

Upload PDF

Required

Billing email

Answer field

Required
Share link • Collect files • Track statusAll in one place
Progress2 / 8 items received

Trusted by professionals in

Every Industry

From accounting to real estate, ListBeam adapts to your workflow

accounting

Collect tax documents, financial statements, and client paperwork.

law firms

Collect case documents, contracts, and client information securely.

real estate

Collect closing documents, disclosures, and buyer/seller paperwork.

insurance

Collect applications, claims documents, and policy renewals from clients.

healthcare

Collect patient intake forms, insurance information, and medical records.

construction

Collect submittals, RFIs, closeout documents, and compliance records.

financial services

Collect KYC documents, financial statements, and compliance records.

human resources

Collect onboarding paperwork, benefits enrollment, and employee documents.

education

Collect enrollment forms, transcripts, and parent documents.

nonprofit

Collect grant applications, donor documents, and compliance records.

immigration

Collect passports, supporting documents, and evidence for immigration cases.

marketing agencies

Collect brand assets, content, and project requirements from clients.

consulting

Collect client documents, data, and requirements for consulting engagements.

property management

Collect tenant applications, lease documents, and maintenance records.

logistics

Collect BOLs, customs documents, and carrier compliance records.

manufacturing

Collect supplier certifications, quality documents, and compliance records.

veterinary

Collect pet records, vaccination history, and owner information.

automotive

Collect financing documents, trade-in paperwork, and customer information.

hospitality

Collect event contracts, vendor documents, and guest information.

sports recreation

Collect registration forms, waivers, and medical clearances.

architecture

Collect project requirements, site documents, and client approvals.

photography

Collect shot lists, contracts, and client preferences.

fitness

Collect membership forms, waivers, and health questionnaires.

cleaning services

Collect client information, property access details, and service agreements.

recruitment

Collect resumes, references, and background check authorizations.

accounting

Collect tax documents, financial statements, and client paperwork.

law firms

Collect case documents, contracts, and client information securely.

real estate

Collect closing documents, disclosures, and buyer/seller paperwork.

insurance

Collect applications, claims documents, and policy renewals from clients.

healthcare

Collect patient intake forms, insurance information, and medical records.

construction

Collect submittals, RFIs, closeout documents, and compliance records.

financial services

Collect KYC documents, financial statements, and compliance records.

human resources

Collect onboarding paperwork, benefits enrollment, and employee documents.

education

Collect enrollment forms, transcripts, and parent documents.

nonprofit

Collect grant applications, donor documents, and compliance records.

immigration

Collect passports, supporting documents, and evidence for immigration cases.

marketing agencies

Collect brand assets, content, and project requirements from clients.

consulting

Collect client documents, data, and requirements for consulting engagements.

property management

Collect tenant applications, lease documents, and maintenance records.

logistics

Collect BOLs, customs documents, and carrier compliance records.

manufacturing

Collect supplier certifications, quality documents, and compliance records.

veterinary

Collect pet records, vaccination history, and owner information.

automotive

Collect financing documents, trade-in paperwork, and customer information.

hospitality

Collect event contracts, vendor documents, and guest information.

sports recreation

Collect registration forms, waivers, and medical clearances.

architecture

Collect project requirements, site documents, and client approvals.

photography

Collect shot lists, contracts, and client preferences.

fitness

Collect membership forms, waivers, and health questionnaires.

cleaning services

Collect client information, property access details, and service agreements.

recruitment

Collect resumes, references, and background check authorizations.

Build with ListBeam

Jump straight into the app below

Everything you create here lives in the same secure workspace. Sign in to save, share, and keep progress in sync across your team.

List Type

Choose the type of list you want to create, or start from a template.

AI will create a list of items based on your title and description.

List Content

Actions

Want to save and share your lists?

Get in Touch

Have Questions?

Need support or want to discuss your use-case? Reach out via email or WhatsApp.

WhatsApp

+1.236.777.9820

Fastest response

Location

Brentwood Mall
Burnaby, BC, Canada