The work can't start until the documents arrive
Every team that works on a client's behalf has the same bottleneck. The accountant can't prepare the return, the underwriter can't assess the case, the lender can't approve the application, until the client has sent everything. And clients rarely send everything at once.
So someone sends a checklist. Half of it comes back. One file is the wrong month, one is a photo of a screen, one is a document nobody asked for. Someone notices, writes back, waits, and checks again. Then does the same for the next client, and the one after that.
None of that needs a qualified professional. All of it takes one's time.
What Nuncily does instead
Nuncily runs the collection as a conversation:
- It asks for exactly what this client's case needs, rather than sending everyone the same generic list.
- It reads each file as it arrives and checks it against the requirement: the right type, the right period, every page, readable.
- It says so straight away when something's wrong, in the same conversation, while the client still has the document in front of them.
- It follows up with clients who've gone quiet, without anyone on your team keeping a list of who those are.
- It files the complete set into the system the work happens in, and marks the case ready.
Why conversations beat portals
Portals solve the firm's filing problem and hand the effort back to the client: another login, another password, another upload screen. The clients who are hardest to chase are exactly the ones least likely to use one.
A conversation on WhatsApp or email has no login, and it gives the client an immediate answer when something's missing. That's what shortens the chase: not a reminder, but a specific, timely question.
What your team sees
An exceptions list. Complete cases need no attention. Cases still being chased show what's outstanding and when the client was last asked. Cases that need a person, such as a document that raises a genuine question, arrive with the full conversation and every file attached.
Getting started
Document collection runs on the Nuncily platform: one workflow, set up for you, at a single monthly price. See pricing, or if your documents need to land in a system of your own, look at a custom build.