Gather documents images videos faster. Finish projects sooner.
The effortless client portal that gets you what you need – no client logins required.
No credit card required.
The Results Are Automatic, Too.
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Faster Onboarding
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Shorter Project Timelines
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Client Satisfaction
Your Projects Are Stuck in the "Waiting Room." Sound Familiar?
You’re great at what you do, but you spend half your day stuck in a cycle of chasing information, sending “gentle reminders,” and digging through endless email threads
Constant Chasing
Momentum is lost to manual follow-ups, stalling projects and delaying revenue
Fragmented Communication
Vital files and decisions are scattered across emails and chats, creating confusion and risk
Client Friction
Your clients are forced to use confusing apps or remember yet another password
The Effortless Workflow You've Been Waiting For
Rooquest was engineered from the ground up to solve these challenges with a simple, powerful, and professional platform
Automation for You
Send a request and let Rooquest do the work. Our system automatically sends reminders, organizes files, and gives you a centralized command center to see the status of everything, instantly.
Simplicity for Them
Your recipients receive a crystal-clear checklist via email. They access everything with a secure “Magic Link”—no downloads, no sign-ups, no passwords. Just a simple, intuitive way to give you what you need.
Built For Professionals Who Value Their Time
Marketing Agencies
Stop Chasing Clients.
Accelerate Project Timelines.
- Launch Campaigns & Websites Faster
- Eliminate Non-Billable “Chasing”
- Impress Clients from Day One
Get Started for Free
No credit card required.
CPAs & Bookkeepers
Automate Tax Season.
Simplify Your Entire Client Intake.
- Put Tax Season on Autopilot
- Get It Right the First Time
- Organize Client Files, Instantly
Get Started for Free
No credit card required.
HR Professionals
Deliver a Perfect First Day, Every Time.
- Create a Flawless Onboarding Experience
- Streamline All Employee Requests
- Automate Your Filing Cabinet
Get Started for Free
No credit card required.
Event Planners & Hospitality
Orchestrate Flawless Events.
Not Endless Follow-Ups.
- Unify Your Entire Event Ecosystem
- Streamline All Intake, From Assets to Quotes
- Equip Vendors for a Perfect Event Day
Get Started for Free
No credit card required.
Insurance & Lending
From Application to Approval, Automated.
- Request the Right Information, Every Time
- Securely Collect Any File, From Any Device
- Accelerate Closings and Payouts
Get Started for Free
No credit card required.
Operations & IT
Standardize Your Workflows. Automate the Work.
- Deploy Standardized Processes in Minutest
- Fix Issues in a Fraction of the Time
- Automate Manual Work, from Follow-Up to Filing
Get Started for Free
No credit card required.
Top Features
An Experience Your Clients Will Love Too
"Magic Link" Access
Secure, one-click access is the reason for our 96% client response rate
Automated Reminders
Keep every project moving forward with perfectly timed, gentle nudges
Any File, Any Size, Any Device
Bypass frustrating limitations by effortlessly uploading large files and videos from any device
Gather Scattered Assets & Information Faster
Optimize Project Profitability & Cash Flow
Increase Participant Follow-Through
Manage More Projects with Fewer Resources
Top Benefits
Enhance Your Productivity
Eliminate Communication Chaos
As completed tasks come in, you can review, accept, or request refinements.
Handle More Projects with Less Resources & Effort
As completed tasks come in, you can review, accept, or request refinements.
Fast-Track Cash Flow from Expedited Projects
As completed tasks come in, you can review, accept, or request refinements.
Minimize Rework with Asset Quality & Accuracy
As completed tasks come in, you can review, accept, or request refinements.
Automate Project Asset Organization & Routing
As completed tasks come in, you can review, accept, or request refinements.
Stronger Relationships & Goodwill with Clients
As completed tasks come in, you can review, accept, or request refinements.
Consolidate Your Toolkit with Rooquest |
Rooquest |
Forms & Surveys |
Cloud Drives |
Email & Messaging Platforms |
|---|---|---|---|---|
| Central Hub for Multiple Projects & Recipients | ||||
| Automatic Follow-Up Reminders | ||||
| Advanced Form Building & Field Validations | ||||
| Custom Templates for Speedy Sending | ||||
| Chat for Two-Way Communication | ||||
| Review, Revision, & Approval Workflow | ||||
| Activity Tracking & Notifications | ||||
| In-Context Assistance & Help Requests for Recipients | ||||
| Large File, Document, & Media Support (1GB+) | ||||
| Login-Free Recipient Experience |
Consolidate Your Toolkit with Rooquest |
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Rooquest |
Forms & Surveys |
Cloud Drives |
Email & Messaging Platforms |
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| Central Hub for Multiple Projects & Recipients | ||||
|---|---|---|---|---|
| Automatic Follow-Up Reminders | ||||
| Advanced Form Building & Field Validations | ||||
| Custom Templates for Speedy Sending | ||||
| Chat for Two-Way Communication | ||||
| Review, Revision, & Approval Workflow | ||||
| Activity Tracking & Notifications | ||||
| In-Context Assistance & Help Requests for Recipients | ||||
| Large File, Document, & Media Support (1GB+) | ||||
| Login-Free Recipient Experience |
Clients Love Rooquest Too! |
Rooquest |
Forms & Surveys |
Cloud Drives |
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SMS & DM Platforms |
|---|---|---|---|---|---|
| Instantly Respond from Any Device Without Login | |||||
| Upload Large Files, Documents, & Media (1 GB+) | |||||
| Automatic Reminders & Notifications | |||||
| Complete Tasks/Forms in Any Order | |||||
| In-Context Assistance & Help Requests |
Clients Love Rooquest Too! |
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Rooquest |
Forms & Surveys |
Cloud Drives |
|
SMS & DM Platforms |
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| Instantly Respond from Any Device Without Login | |||||
|---|---|---|---|---|---|
| Upload Large Files, Documents, & Media (1 GB+) | |||||
| Automatic Reminders & Notifications | |||||
| Complete Tasks/Forms in Any Order | |||||
| In-Context Assistance & Help Requests |
Don’t Miss Out on Founder Perks
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Start Your Free Trial Today
To celebrate the launch of Rooquest, we are offering our Founders plan for a limited time.
Sign up today for founder perks and pricing.
Lock in your special discounted rate today.
Get it now for only
$24/mo
Save $60 Annually
Features
- 10 Seats
- 15 GB of Storage
- 1 Project Template
- 5 Task Templates
- 1000 Tasks Sent Per Month
Add-on packages available for additional seats, storage, and templates.
Your Questions, Answered
Rooquest is a central hub where users can delegate tasks to anyone via email – clients, partners, vendors, and/or team members – and consolidate project assets within a single, user-friendly platform. Using just a web browser, task recipients can easily complete tasks from any device with no login needed.
As tasks are completed, you can review, approve, or ask for a revision. Upon approval, Rooquest can automatically send assets directly to your preferred cloud drive, making organization a breeze. Plus, features like real-time chat, activity logs, daily reminders, and task validations cut down on follow-ups and keep things on track.
With Rooquest, you’re not just coordinating projects; you’re transforming the way you collaborate. Embrace a new era of project management that enhances efficiency, reduces project turnaround, strengthens client bonds, and delivers remarkable ROI. Ready to hop on board?
Rooquest sends tasks via email, providing recipients with a magic link to a web interface that works in any browser, where they can view and complete tasks without needing an account or any additional logins. This makes it easy for anyone to contribute from any device, streamlining the information and file collection process.
Yes, Rooquest is available on both desktop and mobile devices. Given that assets can be spread across devices, Rooquest allows contributors to initiate and continue tasks from any device, ensuring streamlined collaboration regardless of where you are.
Rooquest is designed with user-friendliness in mind. Most users find the platform intuitive and easy to navigate. Whether you’re a seasoned project manager or new to such tools, Rooquest’s straightforward interface ensures a quick and hassle-free onboarding experience. Additionally, our support resources and tutorials are readily available to guide you every step of the way.
Yes, Rooquest currently integrates with Google Drive and will soon support additional cloud drives as well as popular document signing and scheduling apps
Stop Waiting. Start Doing.
Ready to put your client onboarding and document collection on autopilot? It takes just minutes to launch your first automated request and see the results for yourself.
No credit card required.
