Service businesses · Contracts & documents
Missing client documents chased automatically
Accounting and law offices spend hours asking clients for the same missing invoices, IDs and statements. The system checks what arrived against the checklist for the case and sends a polite, itemised request until it is complete.
- Avg. time saved
- 2–5 h/week· ≈ 15 h/month
- Rollout
- CoreDays 15–35
- Who it is for
- B2B and B2C service providers
In short
Missing client documents chased automatically: Accounting and law offices spend hours asking clients for the same missing invoices, IDs and statements. It typically gives back 2–5 hours a week to whoever does this by hand today. Built for: B2B and B2C service providers.
Typical hours saved per week for the people doing this by hand today, from the 2026 report's ranges. The AI writes what that time makes possible.
Example
Comes in
Monthly bookkeeping for Kovács Bt: 41 documents arrived by the 8th
The AI
- Compares to last month's pattern and the bank statement: 3 supplier invoices and the fuel receipts are missing
Comes back
Email to the client with the exact 3 invoice numbers and amounts; 2 arrive the same day, reminder for the third on Monday
Similar solutions
- Handwritten worksheet OCR digitisationA photo of the hand-filled, signed paper worksheet becomes a printable digital PDF protocol saved to the system.3–6 h/week
- Contracts and protocols filed by themselvesEvery incoming file is recognised, renamed to a standard name and filed in the right protected folder with the owner notified.2–5 h/week
- Intake forms and consents signed before the visitMedical history, GDPR consent or client identification forms go out with the booking, are signed on the phone, checked for gaps and filed under the client before they walk in.2–5 h/week
- Maintenance certificates and warranty sheets written by themselvesAfter an annual boiler or AC service the certificate, refrigerant log and warranty sheet are generated from the worksheet data with serial numbers and measured values, and emailed to the customer the same day.1–3 h/week
Related terms
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