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2. Create a Request with AI

Goal: add Jordan Ellis as a client, then let the AI Request Builder draft a tax-prep document request that you fine-tune and schedule.

Time: ~7 minutes

Add the client

  1. Go to Clients in the sidebar and click New.

  2. Fill in the client form:

    • First name: Jordan — Last name: Ellis
    • Email: an address you can read (for example you+jordan@example.com) — you will open Jordan's email yourself in part 4
    • Leave the notification preference on Email. SMS and WhatsApp are also available; they require a phone number.

    Company, phone, title, and address are optional. Save the client.

Build the request with AI

  1. Go to Requests and click New Request. The composer opens with the request form on the left and the AI Request Builder panel docked on the right. If the panel is collapsed, click the AI Request Builder bar to expand it.

  2. The panel greets you with "Let's build this request" and a few starter suggestions. Ignore the suggestions and type your own prompt:

    Small business tax preparation for a new client

    Press Enter to send it.

  3. Review the recommendations. Each card shows a document name, a Req/Opt chip, a short description, and a per-document checklist of what the client should include. Click Add all to request to drop every recommendation into the form, or click Add on individual cards. If the Request Title field was empty, the AI fills it with a drafted title.

    You can keep chatting — describe follow-up details in the same panel and add any further recommendations. The agent drafts into the form; you stay in control.

  4. Edit the result manually so it is yours:

    • Retitle the request if you like — for example 2025 Tax Preparation — Jordan Ellis.
    • Remove one recommended document you don't need by clicking its X in the Documents list. Notice the matching card in the AI panel flips back to Add, so you can restore it later.
    • Click Add Item in the Documents card header to add a document by hand — for example Prior-year tax return. Give it instructions for the client, type checklist entries in Add checklist item and press Enter, and tick Required.
    • Drag the handle on any document to reorder the list.

  5. In Recipient, search for and select Jordan Ellis. (You can also add a brand-new client from here without leaving the composer.)

  6. In Settings:

    • Toggle Due date on and pick a date about two weeks out.
    • Toggle Reminders on and choose Every 3 days. Frequencies range from every day to once a week.
    • Toggle Group files on — files the client uploads will be organized into folders automatically, which pays off in part 6.

Alternative: start from the Template Library

Instead of the AI, you can start from a ready-made template. Go to Templates → Browse, pick the Tax & Accounting industry segment, and click Use template on a card — it is saved to My Requests for your firm in one click. Then create your request from that template in the composer's template picker. See Template Library.

Checkpoint

The composer shows a titled request of type List, several documents each with instructions and a checklist, Jordan Ellis as the recipient, a due date, and reminders every 3 days. Nothing has been sent yet.

Next: 3. Send It to Your Client