Request list management

Request once. Receive on time.

Turn chaotic request lists into guided, automated, and intelligent workflows. Alkmist manages every request, racking status, nudging stakeholders, and validating uploads automatically so your team never has to chase files again.

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Rated 4.97/5 from 500+ reviews

"I can see my family in the weekend now"

"We did double the clients with same team this year."

Trusted by 8000+ users

"Our clients actually complete their tasks before the deadlines."

“We’ve replaced three other tools with Alkmist.”

97% Recommend

"I can see my family in the weekend now"

"We did double the clients with same team this year."

Trusted by 8000+ users

"Our clients actually complete their tasks before the deadlines."

“We’ve replaced three other tools with Alkmist.”

97% Recommend

Problem

The document request list is the most manual, error-prone part of every engagement.

Endless follow-ups, wrong files, and ad-hoc tracking in spreadsheets drain hours of billable time and destroy focus.

Partners lose visibility; teams lose momentum. Everyone feels the friction.

And worst of all 👇

Clients confuse your audit quality with the chaos of your document collection process.

A poor onboarding experience damages perception long before the first workpaper is touched.

Excel wasn’t built for collaboration.

Outlook wasn’t built for collaboration.

Your team

shouldn’t waste hours compensating for both.

Solution

Alkmist automates what should be automatic.

With Alkmist, your existing static Excel request list becomes a living, breathing dynamic automated workflow.

Automated precision from upload to approval.

Each request becomes a living task, automatically tracked, permissioned, and updated in real time. Clients see exactly what’s needed, upload the right documents, and get instant feedback when something’s missing.

Your clients get clarity.
Your team gets precision.
Your engagement gets momentum.

Key Capabilities

Core capabilities that power every engagement

Smart imports

Upload any Excel, CSV, or Word-based request list, Alkmist turns it into a clean, navigable workflow instantly.

Cultural intelligence

Reminders adapt tone and formality to user context:

“Bonjour Monsieur Tissot”, in Paris

“Hey Tim”, in Chicago

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Automatic status tracking

Every request shows live progress without manual updates.

Smart reconciliation

Each request has its own permission settings, protecting client data by default.

White-labeled experience

Clients collaborate in your branded environment, not a generic third-party tool.

Company trail

Every version, timestamp, reminder, and approval, automatically logged to keep your file inspection-ready.

Instant feedback

Clients know immediately whether their upload matches the requirement, eliminating back-and-forth.

Real-time dashboards

See progress by every party, collaborator, category, or file type, instantly.

Behavioral Science in Action

Alkmist uses proven behavioral insights to increase client responsiveness and reduce friction:

Instant feedback replaces delayed correction, a core driver of behavior change.

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What used to happen

Across all industries, legal, accounting, HR, consulting, architecture, insurance, corporate finance…

They did it with Alkmist

“We’ve replaced three other tools with Alkmist.”

Upgrade to Enterprise

Return on investment

Firms using Alkmist report:

40–60%

Faster document collection.

Happier clients :)

Higher client satisfaction and perceived professionalism

Reduced admin load

Higher client satisfaction and perceived professionalism

Your audit quality was always strong. 
Now the experience finally matches it.

Clients want to feel guided, not pressured.

Your team wants to stay focused, not chase.
Alkmist turns your PBC chaos into calm, confident progress, for everyone involved.

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Rated 4.97/5 from 500+ reviews

(P.S. Want smarter follow-up? Discover Automatic Smart Reminders.)

Trusted by 8000+ users in 28 countries

FAQ

We’re here to answer
your questions.

Why do traditional reminders stop working so quickly?

Because people tune them out. Generic reminders create noise, not action. When everyone receives the same message, urgency fades, accountability blurs, and follow-ups become background clutter instead of progress drivers.

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What makes Alkmist’s follow-ups different?

Alkmist doesn’t just send reminders, it adapts communication. Tone, timing, and urgency shift based on context, relationship, and momentum, so messages feel natural, relevant, and hard to ignore.

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Does this mean more automated emails?

No. It means fewer, better messages. Alkmist focuses on short, precise prompts that reduce mental effort and clearly point to the next step, without sounding robotic or pushy.

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How does Alkmist avoid “nagging” clients or colleagues?

By respecting how people actually respond to pressure. Early messages are light and supportive. As deadlines approach, communication becomes clearer and more direct without crossing into blame or frustration.

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Can follow-ups be tailored for different cultures or teams?

Yes. Communication styles aren’t universal. Alkmist adjusts messaging to fit cultural norms, professional expectations, and working relationships whether that means formal, friendly, or neutral.

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What if delays are internal, not client-side?

Smart follow-up works both ways. Alkmist helps surface internal bottlenecks just as clearly as external ones, so momentum is maintained without awkward conversations or manual chasing.

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How does Alkmist know what message to send next?

Every interaction “uploads, emails, notes, calls” feeds a structured activity model. From that, Alkmist generates a clear “next best action” snapshot so teams always know where things stand and what actually moves work forward.

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Does this replace human judgment?

No, it supports it. Alkmist removes the cognitive load of tracking, timing, and phrasing follow-ups, so teams can focus on relationships and outcomes instead of micromanagement.

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Is this only useful for large teams or complex projects?

Not at all. Any workflow that depends on external input benefits from smarter follow-up. The fewer reminders you want to send manually, the more value Alkmist delivers.

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What kind of results do teams typically see?

Faster responses, fewer manual follow-ups, and noticeably smoother collaboration. Work gets completed sooner, deadlines hold, and relationships improve internally and externally.

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Got a quick q?

Talk directly with our founders.

Talk to Mathias & Toto