Accelerators · Delivered from Mapping
Sending and chasing pending documents
Back office — close and follow-up
Back office — close and follow-up
Problem
Close depends on client documents, and sending and follow-up are done one by one by whoever has time.
What we built
When a document is ready, the automation sends it through the agreed channel. What is missing goes into a reminder queue, and the client's reply is filed back into the case.
How it works in practice
Sending and follow-up no longer depend on who remembers, and every open item stays visible until it closes.
Solution: Control & compliance