Client service · Live demo
Client document chaser
Follows up business clients for missing year-end records by email, text and a friendly call, and tells the team which jobs are ready to start.
Talk to Grace at Larchmere Accountants
Larchmere Accountants is made up. Grace is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Year-end accounts stall because a client hasn't sent the last bank statement, a loan statement or the stocktake. Chasing finance teams is repetitive, and jobs sit idle while partners wonder why.
How it works
- Reads the outstanding items list for each job in the practice management system
- Emails each client a short, specific list of what is still missing
- Sends a text reminder a few days later, then makes a polite call if still nothing
- Marks items received as documents arrive in the portal
- Sends the client services manager a weekly list of jobs ready to start and those still stuck
What it connects to
- AgentHi Chris, it's Grace from Larchmere Accountants. We're still waiting on two things for Kestrelvale's year-end: the June statement for your equipment finance facility and the stocktake count sheets at 30 June. Have you had a chance to find them?
- ClientOh, I thought I sent the finance statements.
- AgentWe have July to May, it's just June that's missing. I'll text you the upload link now so you can drop both straight in.
- ClientPerfect, I'll do it this afternoon.
- AgentThanks Chris. Once both are in, Nadia's team can start on your year-end accounts straight away.
Illustrative conversation. Names, numbers and details are made up.
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Shared inbox triage
Sorts the firm's shared inbox, answers the routine questions and hands the rest to the right accountant with a summary.
Want this agent in your business?
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