ServicesAdmin that runs itself, built around the tools you already use
Requested, chased and filed without anyone sending a reminder Client documents chased for you
Each client gets a checklist of exactly what you need and a secure link to send it. Whatever arrives is checked off and filed in the right place. Whatever has not arrived gets a polite reminder at set intervals until the file is complete, and your team sees one list of who is missing what.
- Secure upload link and checklist for every client
- Automatic reminders at the intervals you set, in your tone
- Documents filed where they belong and named consistently
- One live view of complete, incomplete and overdue files