Document Collection for Every Use Case
See how teams use ListBeam to streamline document collection across different workflows.
Client Onboarding
Collect documents, signatures, and information from new clients efficiently.
Vendor Documents
Request W-9s, insurance certificates, and compliance documents from vendors.
New Employee Onboarding Made Simple
Collect I-9s, tax forms, direct deposit info, and emergency contacts from new hires.
Tax Documents from Clients Effortlessly
Send clients a checklist of required tax documents.
Real Estate Closing Checklists That Close Deals Faster
Collect buyer and seller documents for real estate transactions.
Simplify Loan Document Collection
Collect pay stubs, bank statements, and tax returns from loan applicants.
Organize Immigration Case Documents
Collect passports, birth certificates, employment letters, and supporting documents for immigration cases.
Insurance Claim Documents Faster
Request photos, receipts, police reports, and documentation for insurance claims.
Organize Grant Applications with Checklists
Collect budgets, project proposals, and supporting documents for grant applications.
Prepare for Audits with Organized Document Requests
Collect financial statements, policies, and records for audit preparation.
Start Projects Right with Kickoff Checklists
Collect project requirements, stakeholder info, and assets from clients before project start.
Plan Events with Collaborative Checklists
Collect vendor contracts, guest lists, and requirements for event planning.
Legal Documents from Clients Securely
Request contracts, evidence, and case documents from legal clients.
Patient Intake with Digital Checklists
Collect insurance cards, medical history, and consent forms from patients before appointments.
Franchise Applications Made Easy
Collect financial statements, business plans, and background information from franchise applicants.
Rental Application Documents Online
Request pay stubs, references, and ID from rental applicants.
Ensure Contractor Compliance with Document Checklists
Collect licenses, insurance, and safety certifications from contractors.
Simplify School Enrollment with Digital Checklists
Collect birth certificates, immunization records, and enrollment forms from parents.
Due Diligence Made Manageable
Collect financial records, contracts, and corporate documents for M&A due diligence.
Organize Visa Sponsorship Documents
Collect employee and company documents for visa sponsorship applications.
Stay Compliant with Nonprofit Document Tracking
Collect 990s, board minutes, and compliance documents for nonprofit organizations.
Construction Closeout Made Simple
Collect as-builts, warranties, and closeout documents at project completion.
Customer Feedback Systematically
Gather testimonials, reviews, and feedback from customers with structured request forms.
Organize Scholarship Applications
Collect transcripts, essays, and recommendation letters for scholarship applications.
Photography Client Intake Made Easy
Collect shot lists, location details, and preferences from photography clients before the shoot.
Creative Briefs from Clients
Gather brand guidelines, assets, and project requirements from agency clients.
Qualify Suppliers with Document Checklists
Collect certifications, quality documents, and compliance records from potential suppliers.
Insurance Application Documents
Gather application forms, declarations, and supporting documents for insurance underwriting.
Organize Permit Application Documents
Collect drawings, specifications, and supporting documents for permit applications.
Website Content from Clients
Gather copy, images, and assets for website projects.
Don't see your use case?
ListBeam works for any document collection workflow. Try the demo and see for yourself.
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