Client and third-party document chasing
Matters stop stalling and paralegals get 5 hours a week back. What each matter is waiting on gets asked for, chased and ticked off without anyone writing every chaser.
Hours back
5
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
A waiting-on list per matter
Built from your matter-type checklists and kept against the matter, with who owes each item.
- 02
Scheduled chasers from the matter inbox
Clients get a friendly request and nudges. Third parties get a formal chaser quoting your reference.
- 03
Forms sent for signature
Authorities and forms that need a signature go out to sign online and are tracked until they come back.
- 04
Arrivals filed to the matter
Incoming documents are recognised, saved to the right matter and ticked off the list.
- 05
A daily stuck list for the handler
Which matters are blocked, on what and for how long, so someone picks up the phone where a chaser isn't working.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Chasers to the other side and to courts use wording a lawyer has approved, and any reply that isn't simply the document goes to a person.
What it's worth
What those hours add up to.
5 hours a week, over 46 working weeks, is 230 hours a year. At $50 an hour, that’s
$11,500
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Every matter has a list of things it's waiting for: the client's bank statements, signed authorities, a lender's redemption figure, medical records, a reply from the other side. Paralegals keep track in their heads or a spreadsheet and send chasers when they remember.
What we build
- A waiting-on list per matter
- Scheduled chasers from the matter inbox
- Forms sent for signature
- Arrivals filed to the matter
- A daily stuck list for the handler
A month in
No matter sits for weeks without someone noticing, and paralegals spend around 5 more hours a week on the file instead of the outbox.
FAQ
Will it send chasers to the other side?
Only using templates a lawyer has approved. You can switch third-party chasing off for any matter type, and any reply that isn't simply the document goes to a person.
What happens if a client replies to a chaser with a question?
The question goes to the person handling the matter, with the chasing history alongside. Nothing answers a client's question on its own.
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Thirty minutes on client and third-party document chasing. We build its elf with you, live, and you keep it.