Document request and chase | Thirteen Pandas

Document request and chase

Asks clients for the documents you need by text and email and reminds them politely until they arrive, then tells you what is still missing.

Price
/ month
Includes 150 chats and 300 texts a month

Shown in CAD, taxes extra. If a month runs over, we tell you before billing anything extra. Extra usage is billed in simple blocks at the rate on your quote. One-time setup from .

What we need from you
  • Your document checklist
  • Client contact details
  • How often to remind

How it works

  1. You list the documents needed from each client.
  2. The agent asks and sends polite reminders.
  3. You get a checklist of what has arrived and what is missing.

Used in these bundles

Questions

Where do the documents go?

To the folder or inbox you choose.

Does it read the documents?

Not on its own. Pair it with the Document check agent for that.