Your clients keep asking where their file stands
Starting point
Each client file moves through several stages. Clients have no visibility, so they call or write to ask where things stand.
Documents arrive as email attachments, sometimes incomplete or in several versions. They have to be filed and checked, and missing ones chased.
The solution we can build
A client portal where each client signs in securely to see the progress of their file, upload the documents requested and exchange messages with your team. On your side, an internal view shows the state of every file and what is still missing.
Essential features
- Secure sign-in with access limited to each client
- Stage tracking for every file
- List of expected documents, with online upload
- Messages attached to the file
- Notifications when a file moves forward or a document is missing
- Internal overview of all files
Expected benefits
- Clients stay informed without having to call
- Documents in one place, attached to the right file
- Fewer reminders on both sides
- Clearer exchanges, with a history
Indicators to track
These measures let us check with you whether the solution has the intended effect.
- Status requests
- Calls and emails asking about the progress of a file.
- Missing documents
- Files held up by a missing document.
- Collection time
- Time needed to gather the documents for a file.
Does this look like your situation?
Describe your context. The first conversation is about understanding your situation and finding a suitable next step.