under documents section, create a spot agents/employees can create a List of documents needed for each client. agent/ employee should have a standard list of documents that are always collected and also have custom ones where the agent or employee can add to the document check list if this clients needs additional documents to submit.

This will help track what documents are in and what still needs to be collected. if the document isnt checked it could be part of an automation that gets sent out for reminder text or email's.