Reducing client chase time without nagging
Most firms lose evenings to chasing clients. The fix is not to chase harder — it is to remove the chase from your inbox entirely. Here is how RequestLoops customers cut document-collection time from weeks to days.
Stop chasing per item
A reminder per missing item is more effective than “please send everything you owe me.” RequestLoops scopes reminders per item and stops them as items arrive.
Use SMS for the last mile
Email is enough for first contact. SMS is what closes the last 20% of stragglers — often within hours of the SMS hitting their phone.
Validate inputs automatically
Every back-and-forth wastes days. AI validation catches blank pages and wrong-page uploads before you see them, removing one round-trip per client.
Make it easy for the client
A tokenised link, a clean checklist, no account to create. The lower the friction, the faster the upload.
Measure
RequestLoops shows time-to-completion per request and per item. Measure, iterate, kill the slowest items.
FAQ
- How much time can I expect to save?
- Customers report 5–10 hours per week saved on chasing for a 100-client book.
- Will SMS reminders annoy clients?
- Reminders stop on submission, are scoped per item, and respect quiet hours where configured. Most clients prefer one SMS to ten emails.
- Does the chatbot answer client questions?
- Optional Carbon AI chatbot can answer common recipient questions about what is required.
Run this workflow on RequestLoops
Try RequestLoops free for 7 days. From $11/month per organisation.