Document Request & Follow-Up
Automated request, reminder, and escalation sequence until all client documents are received
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Document Request & Follow-Up automates the entire process from trigger to completion. This simple workflow uses to deliver measurable results. Expected impact: Missing docs = #1 bottleneck. Automated chase reduces collection time from 3 weeks to 5 days..
How It Works
1
Docs Requested
"docs-needed" tag applied
2
Email: Request
Subject: "Documents Needed" — List, upload link, deadline
3
SMS: Heads-Up
"We need some documents for your case. Check email for list and upload link. 📎"
4
Wait 3 Days
First reminder
5
SMS: Reminder
"Reminder — upload {{doc_type}}: {{upload_link}}"
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.