Get everything you need
from clients, without chasing
Send clients one list of the files and answers you need for a job. They complete it in your client portal, ProCharted reminds them until it is done, and you know the moment everything is in.
Ask for everything at once
Add files to upload, questions to answer and Yes / No questions to one request list for a work item. Start from a saved template, or let ProCharted suggest the items from the last list you sent that client.
- Files, questions and Yes / No items
- Save lists as templates
- Suggest from last time
Clients finish it in the portal
Clients open the list from the email, confirm it is them with a code, and upload files or type answers item by item. A progress bar shows what is left, and they can come back to finish later.
- Upload from a computer or phone
- Answers sent with one click
- Files land in the client's Files, linked to the work
Reminders until it is complete
Pick Gentle, Firm, a custom number of days, or no reminders. Each reminder lists only what is still missing, and ProCharted tells you if a client still has not finished after six reminders.
- Gentle, Firm or Custom reminders
- Only the missing items in each reminder
- Remind now with one click
Know the moment everything is in
You get a notification when the client sends items and when the list is complete. ProCharted can move the work item to Ready for you, and a repeating work item brings the list back next time.
- Notification when the list is complete
- Move the work item to Ready automatically
- Repeats with recurring work
Stop chasing clients for documents
from your client’s side.