Write outcomes that a client can recognize
A useful requirement says that a client can find the next action without asking the account manager. Another says that a producer knows which brief and file version are current. These are more informative than requiring a modern dashboard. Start with five essential outcomes, then add preferences separately. Include a no-change candidate so the checklist does not assume that purchasing new software is necessarily the correct result.
Name the people and boundaries
List the owner, operations lead, producer, contractor, client contact and final approver. One person may hold several roles in a small studio. For each role, write the minimum information and action required. Do not assume that the word client means the same access for every stakeholder. A finance contact may need an invoice while an external reviewer needs only the current deliverable and its acceptance instructions.
Include money and recovery
Describe the service unit, payment arrangement, revision boundary and exit record. If a payment appears delayed, the team needs to know who verifies it before releasing or repeating anything. If a producer leaves, unfinished requests still need an owner. These are normal operating situations, not exotic failure scenarios. The checklist should identify the supported next step and the record required to make it safely.
Keep the decision maintainable
Use a short table with requirement, evidence, result and owner. Mark unsupported or unanswered items explicitly. Select the platform that passes the essentials with a manageable amount of recurring administration. Review the record when the agency adds a different service, changes staffing or handles a new data type. Otherwise, avoid turning a finished software decision into an endless comparison project that distracts from delivering work clients actually bought.
Sources used for this page
These records support the facts and comparisons above. Merchant-controlled records are labelled so you can separate product claims from independent evidence.
- ManyRequests white-label client portal — Merchant documentation · manyrequests.com · Merchant-controlled · checked 2026-09-19
- ManyRequests admin, client and team permissions — Merchant documentation · help.manyrequests.com · Merchant-controlled · checked 2026-09-19
- ManyRequests supported payment gateways — Merchant documentation · help.manyrequests.com · Merchant-controlled · checked 2026-09-19