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Follow-Up & Chasing

The polite persistence your team shouldn’t have to do

Waiting on documents, signatures or payments? The chaser drafts the reminders, your team approves them, and escalations happen on schedule — so following up stops consuming someone’s Friday.

The challenge

Chasing is a full-time job

Someone spends hours a week writing “just following up on…” emails.

Awkward and inconsistent

Reminders go out too soon, too late, or not at all — depending on workload.

Work blocked on waiting

A whole engagement stalls because one document hasn’t arrived.

No record of the chase

When a client says “nobody asked me”, there’s no trail to point to.

Our approach

01

Watching the waits

The system knows what you’re waiting on, from whom, and since when.

02

Reminders drafted

Follow-ups are drafted in your tone, escalating gently on your schedule.

03

Approved before sending

Your team reviews the chase before it goes — or lets routine ones flow.

04

Escalated when ignored

Persistent silence is surfaced to a human with the full history attached.

Example use cases

How this capability is typically applied.

Accounting & bookkeeping

Document chase at BAS & EOFY

Outstanding client documents chased methodically through the season.

Legal practices

Signature & undertaking chasing

Unsigned documents and overdue undertakings followed up with a full trail.

Agencies & consultancies

Approvals & payments

Client approvals and overdue invoices chased without souring the relationship.

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