Create a case & request documents

How do I create a client?

Go to Clients in the left sidebar and click "Add client." Enter the client's name and email address — these are the only required fields. Phone number is optional. The client does not create an account; they interact with Resoproof only through a secure link you send them.

How do I open a case?

Go to Cases and click "New case." Select the client from the dropdown and give the case a descriptive name — typically the engagement type and year (e.g., "2023 Offer in Compromise" or "2022 Audit Response"). Cases can be reopened or supplemented at any time.

What is an item?

An item is a single thing you need from the client. Items have two types: Document upload (the client uploads a file) and Form fill (the client answers structured questions in a short form). Each item is tracked independently — you can accept, reject, or log a no-response on each one.

What item types are supported?

Currently: Document upload and Form fill. Document uploads accept any file type. Form fills are short guided questionnaires (e.g., a financial disclosure or authorization). More item types are on the roadmap.

Can I add items after sending the initial request?

Yes. Add new items any time from the case detail page. The next reminder will include the new items. You can also re-send the request immediately to notify the client of the addition.

What happens when I click 'Send document request'?

Resoproof sends a templated email to the client with a secure, no-login link to their personal checklist. The send event is logged to the event chain. If Resend tracking is configured, subsequent delivery, open, and link-click events are also logged.

Can I customize the request email?

Yes. Go to Settings to configure your firm's email template and branding (firm name, logo). Individual sends use your configured template. Custom per-case messages are on the roadmap.

What does the event chain record for each send?

Every document request send logs: the timestamp, which items were included, and the email address it was sent to. If tracking is active, subsequent delivery, open, and click events are logged as separate chain entries — each with the previous event's hash.