Forget about following up with customers
Keep your requests top of mind with automatic reminders. Define your own email sequence & schedules.
We automatically stop sending messages when your clients respond to your request on the client portal.
Check the automatic reminders and follow ups tutorial here.
Personalize your messages
Use the built-in email follow-up sequence or create your own.
Add merge variables to emails and craft the perfect messages to make your clients feel unique.
Learn more about setting up your reminder sequence.
Approve & reject documents
Get the right files every time with approve, reject and process workflows.
Automatically notify your customers of what is outstanding or what document was rejected.
Find out how to accept or reject a document.
Save hours every month by automating your document collection.
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