Client document collection, without the chasing
Email follow-ups for missing documents run on a schedule and stop the moment the item resolves. WhatsApp is a one-click quick-send link. After two unanswered follow-ups the item escalates to the partner.
Three jobs it does every single month
Not dashboards for their own sake. Each one ends in a decision someone would otherwise take late.
Automated email follow-ups
Ask a client for a statement once and the reminders follow on a schedule you set. They stop as soon as the document arrives.
WhatsApp quick-send link
When email has not moved someone, a pre-written WhatsApp message opens in one click. You press send.
Escalation when needed
After two unanswered follow-ups the item surfaces to the partner with the full history of what was sent and when.
What goes in, what comes out
It reads
- Documents still missing for the month
- Client contact details
- Follow-up schedule
Connect through Tally, a bank statement upload, or a document drop. Nothing needs to be re entered.
It produces
- Sent follow-ups log
- Response tracking
- Escalation list
Every figure stays linked to the source line, so a reviewer can trace it without asking anyone.
Works alongside the rest of the pipeline
Put the chaser on your books
Twenty minutes with your own data. You keep whatever it finds, whether or not you continue.
Free trial, 14 days from your first upload · No card needed