The problem
Clients send documents in pieces over several emails. Staff track what’s missing by hand and send reminder after reminder.
The solution
- Each client gets a checklist with a secure upload link for every document.
- Reminders go out automatically until the list is complete.
- Staff see one folder per client and are told when it’s ready.
What it changes
No manual tracking or reminder emails.
Work starts sooner, so more clients fit in busy season.
Files arrive named and in one place.
Costs
Uses storage you may already pay for, plus an automation tool and setup.
Limitations
Sensitive documents need the right storage, access rules and retention settings, agreed before launch.