Chasing records before the deadline
Today
An information-request letter in April, then chasers in June, July, September, November. The client portal you pay for sits empty, so someone hand-writes "here's what's still missing" emails, one inbox at a time.
What I'd build
A chase sequence in your firm's voice that names each client's outstanding items and steps up as the deadline nears, plus a one-tap branded upload page, no login, that files documents straight into the storage you already use.
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