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.
Vendor onboarding
File request list
W-9 form
Upload PDF
Certificate of insurance
Upload PDF
Billing email
Answer field
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
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Need support or want to discuss your use-case? Reach out via email or WhatsApp.
Location
Brentwood Mall
Burnaby, BC, Canada