Send your client the document list on WhatsApp - the way you already do. From there, every incoming document is identified, filed, and checked off. You only see what's missing.
Connects to your office's existing number. The team keeps working as usual.
It all happens in the chat you already have open with the client.
Your team sends the client the document list, in their own words. The list becomes the case checklist.
Every file the client sends is identified - document type, a proper name, even which bank - and lands in the right case.
The checklist updates in real time, and the client gets a polite reminder about what's left. Until the file is full.
The system reads each file once, to identify it - type, bank, a clean name. The document itself stays in your records.
A Meta-approved connection, on your office's existing number.
They answer clients from the regular WhatsApp app. The filing happens in the background.
The system is live at a financial advisory firm in Israel, with hundreds of documents identified and filed.
A short demo shows you how they fill up.
Book a demo