Document Collection Agent
How to stop chasing clients who don't send documents — and nothing falls through the cracks.
The problem
Chasing clients who don't respond, form after form
Accountants, insurance agents, lawyers and clinics work with a lot of forms and documents per client. A big chunk of time goes into manually chasing clients who don't send what's needed — manual reminders, tracking on paper or in Excel, and documents that fall through the cracks.
What we automated
Automatic reminders until the document arrives
Instead of calling or sending a manual email, the client gets an automatic WhatsApp reminder until they send what's missing.
Every status — who sent, who's still missing — is managed in one CRM, no separate spreadsheets.
The result
No document falls through the cracks.
The time that went into manual chasing frees up for client work.
Want to check if this could work for you too?
A short diagnosis call on WhatsApp, no commitment.