Automate away the laborious task of collecting client information and documents.
Problem:
Problem:
Chasing clients for missing documents wastes valuable time. What seems like a simple task, gathering client information, quickly turns into endless reminders, messy email threads, and missing files. It’s repetitive, stressful, and slows your entire workflow.
Solution:
OkaySend automates document collection with customizable checklists, branded client portals, and automatic follow-ups, eliminating the need to chase clients manually. With OkaySend, you can quickly collect, track, and review all required documents in one secure place, integrate with 1,000+ apps, and keep your entire workflow effortlessly organized.
Simplify workflows, save time, and eliminate back-and-forth emails.
Collecting documents made easy with OkaySend.
Let Me Search LLC
2019
United States
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