Get a ready-made client document checklist for your industry
Starting a new client engagement and not sure which documents to collect? This free client document checklist generator gives you an industry-specific list of every document you should request, so nothing gets missed.
Select your industry, optionally add the client’s name and any extra documents, and hit generate. You get an interactive checklist you can tick off as documents come in, then copy as plain text to paste into your workflow.
What industries are covered?
The generator includes document checklists for 9 industries: accounting and tax, mortgage and lending, HR and employee onboarding, real estate and lettings, legal and law firms, construction and trades, insurance, immigration, and professional services. Each checklist is based on real-world onboarding requirements.
How to use this checklist
Pick your industry from the dropdown. The tool generates a list of documents with helpful tips explaining what each item requires. Tick items off as your client submits them, and use the progress ring to track completion at a glance. When you are done, hit “Copy as text” to paste the checklist into an email, spreadsheet, or document collection platform.
You can also add custom documents. Just type them in the “Additional documents” field, separated by commas. They appear at the bottom of the generated list.
Frequently asked questions
What documents do I need to collect from a new client?
It depends on your industry. Most businesses need at least government-issued ID and proof of address. Beyond that, an accountant needs tax returns and bank statements, a law firm needs signed engagement letters and case documents, and an HR team needs right-to-work proof and employment contracts. This tool gives you the full list.
Can I add my own documents to the checklist?
Yes. Use the “Additional documents” field to add custom items separated by commas. They get appended to the industry-standard list.
Can I save or export the checklist?
You can copy the full checklist as plain text using the “Copy as text” button. The copied text includes checkmarks for completed items and empty boxes for pending ones, ready to paste into an email, spreadsheet, or project management tool.
Is this checklist generator free?
Yes, completely free with no signup or account required. Generate as many checklists as you need.