Document chase with multi-channel reminders
An example of how staff chase missing papers from Today's packs instead of rebuilding lists from email and WhatsApp before every deadline.
Example flow from custom practice builds. Not a packaged product feature.
See it in motion
How this feels in the working day
A short simulated run of the practice UI. No live AI on this page. Open the portal demo when you want to click through the real queues.
Chase from the outstanding list
One command logs the reminder against the pack. No new email thread to lose.
Needs you
1
Missing
2
Ready for Xero
3
Harper & Co Design
Missing: Payroll summary, Directors loan
Chase every short pack from one queue. Reminders go out, Missing clears, and you stop rebuilding lists from the inbox.
The problem
Chase lists live in three inboxes
Partners feel it when VAT week or Self Assessment season starts and nobody can see who was chased last, on which channel, or what is still outstanding.
Same clients, same missing bits
Purchase invoices, P60s, and bank PDFs get chased again in a new thread because the last chase is buried.
Channel hopping with no log
Email one day, WhatsApp the next, portal forgotten. Managers cannot tell what already went out.
Fire drill before filing
The outstanding list is rebuilt under deadline pressure instead of staying current through the month.
Staff and client flow
How this example runs
Staff own the Missing from client queue. Batch chase due soon, or chase one pack. Clients get a clear ask. Every chase is logged.
Open the outstanding queue
See which clients are short on documents for the current job, sorted by deadline risk.
Send a chase from one command
Chase due soon, chase everyone short, or remind one client via portal, email, or WhatsApp when those channels are connected.
Receive a specific request
They see what is missing on their still-needed list, instead of a vague “please send everything”.
Update the pack status
When something arrives or a chase goes out, the queue reflects it so the next person does not repeat the work.
In the week
What changes in the week
Quiet gains you notice before the next filing peak, not vanity dashboards.
Managers see who is still short early enough to chase on the channel that gets a reply
Staff stop rebuilding chase lists from email search before VAT or SA week
Partners are pulled in for exceptions, not for “who have we chased?”
Custom each time
An example, not a product SKU
This is an example from builds like the Harper Associates portal demo. Every system is scoped to your process, branding, and channels after a discovery call.
FAQ
Common questions
Straight answers on fit, scope, and what custom means here.
Explore
More example workflows
Want this shaped for your firm?
Book a free discovery call. We will map your process and put a clear project price in writing if there is a fit. Try the portal demo if you want to click through an example first.