Client document checklist by industry
New client, new engagement, and you’re not sure what to ask for. This free client document checklist generator gives you an industry-specific list of every document you should request — so nothing slips through.
Select your industry, add the client’s name if you want, and hit generate. You get a checklist you can tick off as documents come in, then copy as plain text to drop into an email or spreadsheet.
What industries are covered?
Nine: accounting and tax, mortgage and lending, HR and employee onboarding, real estate and lettings, legal, construction and trades, insurance, immigration, and professional services. The document lists come from actual onboarding workflows in each sector.
How to use it
Pick your industry from the dropdown. The tool builds a list of documents with short tips on what’s needed for each one. Tick items off as your client sends them in, and the progress ring tracks where you stand. When you’re done, “Copy as text” pastes the whole thing into whatever you’re working in — email, spreadsheet, document collection platform.
Need something that’s not on the list? Type extra items into the “Additional documents” field, separated by commas. They show up at the bottom.
Frequently asked questions
What documents do I need to collect from a new client?
Depends on the industry. Almost everyone needs government-issued ID and proof of address. After that it varies — accountants need tax returns and bank statements, law firms need signed engagement letters and case files, HR teams need right-to-work proof and employment contracts. The generator covers all of it.
Can I add my own documents to the checklist?
Yes. Type them into the “Additional documents” field, separated by commas. They get added to the end of the list.
Can I save or export the checklist?
Hit “Copy as text” and paste wherever you need it. Completed items show a checkmark, pending ones show an empty box — works in email, docs, or any project tool.
Is this checklist generator free?
Free, no signup, no account. Use it as many times as you want.