Pipefile helps automate the secure collection of client documents. Create a checklist of required documents, schedule automated reminders, and be notified as new documents are uploaded. Accept or reject documents and download organized client packets.
Based on our record, Remember The Milk should be more popular than Pipefile. It has been mentiond 4 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Https://pipefile.com/ is pretty good for this. Source: about 3 years ago
I've used Remember the Milk - https://rememberthemilk.com - I think that will do what you want! Source: over 1 year ago
I've been using rememberthemilk.com for years, and love how I can create task just using the keyboard, like this:. Source: almost 2 years ago
It's very situation-dependent, so here are a few things I've done: 1. In a work situation where I'm relatively senior, I've proactively communicated that I like minimally-interrupting notifications (email>slack>IRL). Even when someone taps me on the shoulder, they're a little sheepish about it, and I can request 30 seconds to jot down a note about where I left off. I also just feel more in control of the... - Source: Hacker News / over 2 years ago
We just redid our process about six months ago and we are now using rememberthemilk.com for ours. We setups recurring tasks for each item. They have flexible reminder options like text and email that can go to different people at varying times. When we complete a task it automatically re-schedules itself for the next year. We have some that renew ever 2 or 3 years and it can accommodate that as well. The free... Source: over 2 years ago
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