IndiaAuditLens

Manage client requests and follow-up

The Collaboration center lists the questions and document requests asked of clients across your engagements, and what needs following up. Each request opens on its engagement's Review › Client requests, the one place…

By IndiaAuditLens product team · Updated 2026-10-13

Before you begin

Open the correct client or engagement. Decide whether you need an answer to a question or documents. Choose who in the firm follows the request up, and a due date. Keep the supporting evidence ready and remove unrelated sensitive information.

Expected result

Each question and document request has a clear scope, an accountable owner, a record of how and when it was asked, and a traceable reply, documents and comments.

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