Form GS-03 · Getting Started
How to send your first
document request.
A Fetcher request is a single page your client opens to upload exactly the documents you asked for — no email attachments, no back-and-forth, no chasing. This guide walks you from a blank screen to a sent request in about five minutes.
Step-by-step
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1Open the New Request screenFrom the dashboard, click New Request in the top right, or navigate to
/dashboard/?v=new. The screen opens blank — give your request a name that makes sense to you (your client won't see this name by default). -
2Add your client's email addressType your client's email in the Client Email field. Fetcher will send them a link — they don't need to create an account. You can add up to five email addresses to CC additional contacts.
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3Build your document listClick Add item to list each document you need. Give each item a clear name ("Government-issued photo ID", "Proof of address from last 90 days") and an optional description. Mark items Required or Optional — clients see this label on their upload portal.
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4Start from a template (optional)If you have saved templates, click Use template to pre-fill the document list instead of building it from scratch. Templates save the most time on repeat matter types. See the Templates guide to set yours up.
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5Set a deadline (optional but recommended)Adding a deadline date lets Fetcher send urgency reminders as the date approaches. It also gives your client a clear target — requests with deadlines are completed 40% faster on average.
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6Send the requestClick Send Request. Fetcher sends your client an email with a secure link to their personal upload portal. You'll get a confirmation and the request appears in your Requests list immediately.
What happens after you send
Fetcher starts the reminder sequence you have configured — by default, a gentle nudge at 48 hours and another at five days if items are still outstanding. As your client uploads documents, you receive an in-app and email notification for each one.
Track progress from the Requests view (/dashboard/?v=requests). Each card shows a completion bar, the number of items collected vs. total, and the time since the last upload.
Common questions
Can I edit a request after sending it?
Yes. You can add or remove document items at any time. Added items trigger a notification to your client. Removed items disappear from their portal immediately.
What if my client uses the wrong email or can't find the link?
Open the request in your dashboard and click Resend link. You can also change the client email address and send to a new address without starting over.
Can I send one request to multiple clients?
Each request goes to one primary client email. For multiple clients on the same matter, create separate requests or use the CC field to include additional contacts.