Document chaser
It requests, checks and files every client document. It also chases every missing one for you.
Demo with fictional companies.
Try it liveHow it works
Requests the documents
Your client gets one email with a link to a simple page for uploads and signatures.
Checks each upload
It reads every file when it arrives: type, year, person, missing pages and signatures.
Files it in Drive
It names each document and puts it in the client's folder. You get a short summary.
Chases what's missing
The reminder names the exact document and the reason. It sends a second reminder by itself.
Outcomes
- Hours a month chasing documents
- 12 h → 1 h
- Reminders written by hand
- 120 → 0
- Uploads checked by hand
- 100 % → 0 %
Numbers from the demo scenario.
The problem
Every new client means a list of documents to collect. Some arrive as photos, some are from the wrong year, and some never arrive.
Someone opens each file, checks it, renames it and puts it in the right folder. Then they write the next reminder.
That work fills hours every month and moves nothing forward.
Stack
- Next.js
- TypeScript
- Claude API