Money & collections
The documents you are still waiting for
Chased individually, by name, until they arrive
Nothing stalls professional services like paperwork nobody has chased. The client is not refusing — they have forgotten which two of the nine documents they still owe you, and so, quietly, have you.
- Knows precisely which items are outstanding, per engagement
- Asks for the missing ones by name
- Splits a big client list across helpers
- Approved before anything is sent
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Today
Engagements sitting at the same stage for weeks, waiting on documents nobody has asked for since the kickoff call.
With this running
A specific, named request every other day until the file is complete.
Step by step
What actually happens
- Assistant
Reads every open engagement and what each is still missing.
- Assistant
Splits the list across helpers so forty clients are read at once rather than in turn.
- Assistant
Drafts a message per client naming the specific outstanding items.
- Your team
Approves the batch; the requests go out named rather than generic.
01 / 02
Specific beats polite
“Could you send the outstanding documents?” gets ignored, because answering it requires the client to work out what is outstanding. “We still need your passport copy and the tenancy contract” gets answered, because it can be done in the next two minutes.
02 / 02
Helpers that cannot message anyone
When the client list is long the work splits across helpers reading in parallel. Each of them is handed only the reading tools it needs and none of the sending ones — so the fan-out can never produce forty messages by accident. Drafting and sending stay with the run that is subject to your approval.
How this is put together
The same building blocks every assistant is made of. Nothing here is bespoke to this scenario.
What starts it
A schedule — Every other morning
Where it runs
What it can do
- Checked the time
- Checked what is still outstanding
- Checked where an engagement had got to
- Read a client summary
- Replied— needs your approval
- Added a note
- Planned out the steps
What it uses
Needs
An account running the matching industry module — the tools above come with it. See the modules
Every action above is a real capability, and every run keeps a record of which ones it used. How the engine holds this together →
More like this
Other things it does
Chasing what you are owed
Drafted by the assistant, sent only by you
Chasing money is the job everyone postpones, because every message is a small negotiation with a relationship you want to keep. The drafting is the uncomfortable part, and it is the part that can be done for you.
Learn moreRenewals that never sneak up
Sixty days out, thirty, seven — automatically
A renewal missed by a week is a fine and an apology. A renewal raised sixty days out is revenue, and the only reason it does not happen is that somebody has to be watching a spreadsheet of dates.
Learn moreThe thank-you nobody remembers to send
Paid, acknowledged, and the next step offered
The silence after a customer pays is short but it is the wrong kind of silence — they have just handed over money and heard nothing back, which is exactly when doubt arrives.
Learn moreWhere this runs
The channels this scenario works on, and the industry module it belongs to.
Would this work for how you actually operate?
Tell us the scenario you have in mind. If it needs a building block we do not have, we would rather say so than sell you a demo.
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