Automated Follow Ups
Automate Your Document Collection Process
With Automated Follow Ups, there’s no more manual chasing or missed paperwork – ask once and you’re done.
Automated Document Reminders
Send automated reminders to clients for their outstanding document submissions, reducing the need for manual follow-ups and tracking.
Set Your Follow Up Cadence
Adjust the frequency and duration of your automated document request follow ups, tailoring the reminder schedule to the needs of your practice and your clients.
Smart Stop Feature
Ensure no unnecessary reminders are sent with our smart stop feature – once a client uploads the requested document, the automated follow-ups are promptly halted.
