Stop chasing:
Bank statements Logo files Signed contracts Product photos Copy approvals Logins and accessHow it works
Three steps, then you're off the hook
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1
Ask for what you need
Pick the client and jot down what you need, like "September statements and the W-9 by Friday". No need to write the email.
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2
The assistant takes it from there
It writes to your client, explains what's needed and why, answers their questions, and follows up politely until everything is in.
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3
You get what you asked for
Replies and files land on the request, checked and ticked off. The assistant only asks you when something needs your call.
Features
Like having someone on your team who loves follow-ups
Follow-ups that never slip
The assistant reminds clients on a sensible schedule, and gets more direct as a due date gets closer. No more awkward "just checking in" emails from you.
Answers client questions
When a client asks what you mean or where to find something, the assistant explains, using the details you gave it.
Checks what comes back
Wrong month, missing pages or a blurry photo? The assistant spots it and asks again before the item reaches you.
You stay in charge
Set the tone, read every message it sends, and pause it or take over any item whenever you want.
No login for clients
Clients reply and upload files from a private link. They don't need an account or a password.
A full timeline
Every message, reply and file is written down in plain English, so you can always see what happened and when.
Let the assistant do the chasing.
Set up your first request in a couple of minutes, and let the follow-ups run themselves.