A Faster Way to Start Better Client Conversations: Introducing Client Request for Information
The development team at All In Place has hit the ground running in 2026.
Our latest release, Client Request for Information, is designed to solve a problem every accountant recognises instantly:
You know the right questions to ask your clients – but getting the answers takes time, friction, and often the “wrong” setting and may sometimes feel a little awkward.
This new feature changes that.
What is Client Request for Information?
Client Request for Information allows you to send a structured request directly from the All In Place platform to your client via email.
With a single action, your client receives a simple, secure prompt inviting them to share their personal financial priorities and information that underpins meaningful conversations.
No chasing.
No long forms.
No awkward meetings just to gather facts.
The Right Questions, Asked the Right Way
The questions built into Client Request for Information aren’t generic. They’re the result of All In Place’s deep experience in helping accountants move beyond compliance and develop an advisory based culture in your firm.
Clients are guided through questions covering:
Their personal financial position
Wills and powers of attorney
Mortgages and personal liabilities
Personal goals and priorities
The information required to build their personal balance sheet
These are the areas that quietly shape decision-making, risk, and opportunity – yet are almost always missing from traditional accounting systems and software.
All In Place doesn’t ask these questions by accident. They are the questions that consistently unlock better conversations, stronger relationships, and clearer advice.
Designed for Clients, Not Just Firms
From the client’s perspective, the experience is deliberately simple.
They can:
Complete the request from their phone
Sit at home, in their own time
Submit everything in around three to five minutes
Once submitted, you’re immediately notified and can access the information straight from the platform.
The result is a smoother, calmer exchange that respects your client’s time while giving you richer insight than a checklist ever could.
Insight That Turns Into Action
As soon as the information comes back, you can quickly assess:
Where the client may be exposed to risk
Where advice or guidance may be needed
Where personal goals and business decisions may be misaligned
Where opportunities for deeper support and financial insights exist
This is where All In Place shows its real strength.
Because this information feeds directly into the wider platform, it doesn’t just sit in a file. It becomes part of an evolving picture of the client’s life, finances, and priorities.
Use It How Your Firm Works
Client Requests for Information are deliberately flexible.
Firms are already using it:
As part of their onboarding process to set a completely different tone from day one
To re-engage existing clients and deepen relationships
To target specific client groups where advisory conversations matter most
Whether you’re onboarding, reviewing, or preparing for future planning conversations, this feature gives you a fast, structured way to start talking about what really matters.
Why This Matters in 2026
The firms that will stand out in 2026 won’t be the ones with more reports or more dashboards.
They’ll be the ones who:
Understand their clients as people, not just entities
Ask better questions, earlier
Build relationships around personal as well as business goals
Client Request for Information is a small piece of functionality with an outsized impact – because it reflects what All In Place has always been about: helping accountants put the human first.
A Small Feature With a Big Effect
On the surface, this is a simple tool.
In practice, it’s a powerful way to:
Reduce friction
Increase engagement
Improve the quality of your conversations
Strengthen long-term client relationships
It’s a meaningful step forward in how firms will use All In Place to deliver better advice.
Not using All In Place yet? Book your introduction to All in Place today!
