AI Client Director

Learns your expertise and follows enquiries through quotes and negotiations to closing the deal. For specialist businesses with high-value sales, worldwide.

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n8n automation

Let the system handle repetitive daily workflows. Hong Kong only.

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Chase missing customer documents

Track missing customer documents and send reminders automatically

  1. 01Create a document checklist per customer
  2. 02Check which documents have arrived and send reminders for those still missing
  3. 03Stop once complete; overdue cases go to you

Email notices fall under Basic; WhatsApp notices fall under Advanced.

Ideal for
Firms that often need complete documents from customers before starting work
You provide
Checklists, deadlines, upload and storage arrangements, and submission updates

Setup from HK$12,800Monthly fee from HK$1,800

Each additional service: setup from HK$4,800, monthly +HK$750

WhatsApp notices (Advanced): setup from HK$22,800, monthly from HK$2,200

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Demo: Chase missing customer documents
Sample data · Click to enlarge

Chase missing customer documents

Demo: Chase missing customer documents