Example · for client-service teams

Have you ever waited on a client who never opens the portal?

The reminders go out on schedule. That client ignores every one.

Who it's for

• Your work waits on documents only the client has.
• The same clients ignore portal reminders every year.

When we'd tell you to skip it

If only a handful of clients are late, a partner's call is the fix.

We'd build a weekly missing-documents chase.

It writes a personal chase to every client still owing you something.

Your staff stop chasing and start reviewing

• Every Monday, you know exactly who still owes what.
• Each late client gets a personal email, not another system notice.
• Clients who need a partner's call are flagged early, not in March.

How it runs, in full

Show every step

What it works with

Your client portal, shared inbox and client list. It runs every Monday, and whenever a document arrives.

The steps

1. Compares what each client was asked for with what has arrived.
2. Lists every client still owing documents, and which ones.
3. Drafts a personal chase email for each, in your firm's voice.
4. Names what's still missing from each partial upload.
5. Flags clients who need a partner, with their chase history.

Where a person signs off

Your staff approve every email. Nothing goes out until a person sends it.

What it never does

It never sends, deletes or files a document by itself.

What we'd need from you

Read access to your portal and shared inbox. Last season's request lists. Five chase emails your best person wrote.

It usually comes with

• Onboarding that gets the right paperwork the first time.
• Same-day first replies to client questions.
• A client newsletter that makes deadlines read as advice.

You become the firm whose clients send things on time.

Your late list is short, and nobody waits on a portal that clients ignore.

Yours won't look exactly like this. A first conversation is where we work out what it should look like.