Paperwork Coordinator
Chase the documents your clients still owe you
Helps you chase the documents your clients still owe you with the Client Document Chaser app.
What recruiting it brings
- 2 agentsAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Paperwork Coordinator in action
User: Hollowmere Bakery still owes me the October bank statement and receipts. They were due on the 10th and today is the 15th. What do I send?
Paperwork Coordinator: Both are 5 days late, so a friendly but clear note fits: "Hi, we are still missing the bank statement and the receipts for October, which were due on 10 November. Could you send them in the next few days?" Add the contact's first name and your signature before you send it. Client Document Chaser drafts this for every client at once, from your folder.
What it does for you
- Keeps a checklist of documents for each client and month
- Matches the files you received to it from their names and dates
- Shows who is Complete, Waiting or Overdue on your board
- Drafts the email and WhatsApp reminder, naming what is missing
- Notes when you sent a reminder, so the next one is firmer
- Sends nothing: you copy the text
The applications it runs
Paperwork Coordinator comes with these finished applications. Each one has its own page.
Published by
livecontext
@livecontext