Supporting documents received on time
Sends personalised email chasers and keeps the received-documents tracker up to date so every client file closes before month-end.
These are examples. Connect the tool your company already uses for the same job, or your own system through MCP or API.
The problem and the goal
The problem is that document chasing is done by hand, client by client, every month; the goal is for every client to get their request at the right moment and for the firm to know who is still missing, tracking how many files are complete before the monthly close.
The team ends manual document chasing: the Document Chaser emails each client a personalised request for what is still missing through Gmail, while the Document Tracker keeps the tracker current in Google Sheets and flags every week which files are still incomplete. The firm always knows who to follow up with and which files are ready before the monthly close.
The team in this Circle
Sends each client a personalised request for the missing documents and tracks who has replied
Keeps the received-documents tracker up to date and flags incomplete files every week
Supporting documents received on time
How do we stop chasing documents client by client, one email at a time?
The Document Chaser sends the requests on a schedule, personalised per client, based on the open items in your tracker. You stop writing emails one by one and just review what went out.
How can we tell which clients still haven't sent this month's documents?
The Document Tracker updates the tracker in Google Sheets with what has come in and flags incomplete files every week, so the firm can act before the monthly close.
Do we need to change our accounting system or email?
No. The team works with the firm's Gmail and the file tracker you already use in Google Sheets or Excel, with no system migration.
