Keep business owners ahead of missing client documents

Business owners see case reviews stall when clients don't send required documents, creating backlogs and frustrated staff. Send SMS requests for missing files promptly, so staff can resume reviews.

Overview

Missed document requests stall case reviews and create backlogs that frustrate support staff. This workflow sends templated SMS from new or updated client records, eliminating manual chasing so business owners get faster handoffs and response times drop dramatically.

Notable Features

Send SMS requests for missing documents
Check record for missing attachments
Log messages to client record