The starting situation
Every month-start, staff spent hours chasing missing client documents: manual reminders, files received by email, by post, sometimes as photos. Closings ran late because of ten receipts.
What it delivers
- 8 out of 10 documents arrive without human reminders
- Monthly closings no longer hang on three lost receipts
- Staff spend time on advisory, not document chasing
80% of documents collected without intervention
What we set up
01
Automatic document collection
Graduated reminders by email and WhatsApp with a direct upload link. Every received document is filed in the right client folder.
02
Entry pre-assignment
Recurring operations are recognized and pre-assigned. Staff validate instead of typing.
03
Frictionless client onboarding
New client: engagement letter, access, document list and tax calendar go out on their own, in the right order.
Pennylane
WhatsApp
Google Drive
Zapier
Services used on this project
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