Delight clients with organised document requests
Whether you run an agency, consultancy, or professional service firm, PaperworkChaser keeps projects moving with automated reminders.
Who we help
- Agencies collecting brand assets, approvals, and content from clients
- Accountants and bookkeepers managing monthly document packs
- Consultants coordinating compliance or due diligence files from stakeholders
Challenges we solve
- Clients forgetting to send signed agreements or updated documents on time
- Losing track of which files were received across email threads and shared drives
- Juggling ad-hoc document portals that confuse clients and hurt the customer experience
Why PaperworkChaser works for you
Built for teams who need compliant, responsive document collection without endless follow-ups.
Branded client portal
Provide clients with a polished upload experience and clear checklist so nothing falls through the cracks.
Smart reminders
Schedule nudges that feel proactive, not pushy—customise cadence, sender, and messaging for each request.
Real-time status
Know instantly when clients view your request, upload files, or leave comments so you can respond quickly.
Reusable templates
Clone recurring client requests to save time every month or quarter, keeping wording and requirements consistent.
How teams run their process
A simple workflow so you can launch requests in minutes and keep stakeholders accountable.
Create a request from template
Select your onboarding, project kickoff, or monthly checklist template and tailor it to your client.
Share a secure magic link
Clients access the portal instantly—no password resets or portal training required.
Track progress and share updates
Receive notifications when uploads arrive, approve or ask for re-submissions, and keep everyone aligned.
Outcomes you can count on
Confidently request sensitive paperwork, keep everyone informed, and audit progress at any point.
Predictable client turnaround
Build a repeatable workflow that keeps projects on schedule and makes deadlines easier to hit.
Improved client satisfaction
Offer a frictionless way to collaborate that feels modern, secure, and tailored to their needs.
Less admin for your team
Automate follow-ups and store files automatically so your team can focus on billable work.
Clear audit trail
Show who submitted what and when, supporting handovers and future engagements.