Glossary

Word	What it means
Firm	Your organisation in Sealio: its people, clients, checklists and settings. One person can belong to several firms.
Client	A person or business you collect documents from. Clients don't need an account.
Checklist	A reusable list of the documents you ask for, grouped into sections. Your firm's checklist library.
Item	One line on a checklist: a document you ask for, with its instructions, accepted file types and how many files it takes. Items are numbered.
Document type	The kind of document an item collects (T4 slip, Photo ID…). It files documents by type and year on the client's page.
Request	A checklist sent to one or more clients, with a due date. Sealio tracks it until every document is accepted.
Draft	A request that hasn't been sent yet. It saves itself as you work.
Period	An optional label for what a request covers, such as `2026-Q3` or `FY2026`.
Engagement (also: application, matter, case)	A piece of work that groups requests, notes and people, and moves through your stages. The name follows your industry.
Schedule	A recurring request: the same checklist to the same clients every month, quarter or year.
Reminder	An automatic email to a client while required items are missing.
Upload page	What your client opens from the email: their checklist, where they upload each document.
Review	Your team's decision on each file: accepted, or returned with a reason so the client can upload a better copy.
Stamp	The mark a decision leaves on an item: green for accepted, red for returned. Colours are the same for every firm.
Vault	Documents already on file for a client that can be reused, such as an ID that hasn't expired.
Audit log	The permanent record of who did what and when in your firm. It can't be edited.
Owner, Admin, Case manager, Reviewer, Viewer	The roles a person can have in your firm. See Team and roles.