Chase every client document.
Forget nothing.
ClientChaser gives migration agents, accountants and small professional firms one cockpit for missing documents, overdue invoices and reminder drafts — instead of a dying spreadsheet and a drowning inbox.
- ✅ Human approves every email
- ✅ Never files to a guessed client
- ✅ Done-for-you setup
The problem
The follow-up chaos you know too well
The workflow
How it works
What you get
Everything chasing needs, nothing you don't
The difference
Why not just email and a spreadsheet?
| Email + spreadsheet | ClientChaser |
|---|---|
| Attachments scattered across threads | Documents filed to the right client, with an audit trail |
| Follow-ups depend on someone remembering | One queue: who needs chasing today, in priority order |
| Reminder emails written from scratch each time | Drafts prepared for you — staff just reviews and sends |
| Wrong/incomplete documents tracked in heads | “Missing pages”, “wrong month” statuses + one-click clarify emails |
| Owner asks around to find stuck clients | Live reports: stuck clients, aging invoices, staff workload |
Today & tomorrow
In the pilot today — and where we're headed
✅ Working today
- Missing-document chasing with per-client checklists
- Reminder drafts — a human approves every send
- Shared documents-mailbox intake
- Secure client upload links — no logins for clients
- Review queue — uncertain files are never guessed
- Invoice tracking and aging in owner reports
- Weekly pilot report and a full audit trail
🔜 On the roadmap built with founding firms
- Cash-collection dashboard — overdue invoices by age, one next action each
- Promise-to-pay tracking — “will pay Friday” gets held to Friday
- Payment-plan tracking with missed-instalment chasing
- Escalation sequences — unanswered reminders step up to a senior voice
- Phone-call task queue — after three emails it becomes a call, never a fourth email
- SMS reminders · accounting-software integrations · cash-flow forecasting
These aren’t built yet — we say so plainly. Founding firms decide the order, and shape each one before it ships.
Done-for-you
Don’t want to run it yourself? We’ll chase with you.
ClientChaser Assist — the software plus a helping hand. We set up your checklists, watch the chase queue, prepare the reminder drafts and the weekly report — your staff just reviews and approves. A careful back-office assistant who never forgets, with every action logged for you.
- ✅ Setup done for you
- ✅ Queue watched daily
- ✅ Your staff still approves every email
“We built ClientChaser hands-on with a founding Australian migration agency — every screen exists because a real firm needed it, not because a feature list said so.”
— Talha, founder · currently onboarding founding pilot firmsThe hidden cost
What does chasing cost you today?
Your numbers, your maths — we don’t invent statistics.
Pricing
Simple pricing — a fraction of enterprise AR software
- ✅ Setup done for you from a short intake
- ✅ Starts with test clients — always
- ✅ Daily support from the owner
- ✅ Selected founding firms can keep a special early rate — if agreed in writing
Starter
- Up to 10 active clients/cases
- Checklists, reminder drafts, dashboard, reports
- Human approval on every email
Small Practice
- Up to 25 active clients/cases
- Everything in Starter
- Mailbox intake, upload links, review queue
Firm
- Up to 50 active clients/cases
- Everything in Small Practice
- Priority setup & support
Pro Firm
- Up to 100 active clients/cases
- Everything in Firm
- Priority setup & support
Custom / Agency
- Setup support & mailbox configuration help
- Priority support
- Pricing agreed in writing
Assist — our done-for-you add-on — is priced per firm depending on workload, not a fixed monthly figure. Founding pilot pricing is available for early firms while we test workload, setup time and support needs; final pricing may change after the pilot period, but founding firms can keep a special early rate if agreed in writing.
Get started
Start with a 2-week controlled pilot
- ✅ We build your checklists from a short intake questionnaire
- ✅ Start with test clients — real data only when you say so
- ✅ Daily support from the owner during the pilot
- ✅ End-of-pilot report: chased, received, time saved
- ✅ Selected founding firms may receive early pricing · no lock-in, export any time
Prefer talking first? Email us or pick “Book a 15-min call” on the form.
Trust & safety
Trust & safety — how we keep it boring
Questions
FAQ
Do my clients need to log in or learn anything?
No. Clients just reply to normal emails. Each client also gets an optional secure upload link (no account needed) for sending files directly.
Does it send emails automatically?
Not by default. Emails are drafts your staff approves and sends. There is one optional, firm-controlled auto-reminder for missing documents — a locked, polite template that is OFF by default, capped, and fully logged.
Can it read replies from our mailbox?
Yes — via a shared documents mailbox (e.g. docs@yourfirm.com) or a forwarding rule into one. Direct “Connect Gmail/Outlook” one-click linking is on the roadmap, not available yet — we're honest about that.
Can we start with real client data?
Pilots start with test clients. Real client data comes only after a signed confidentiality/data agreement and your explicit go.
What does it cost?
Starter is USD 34/month billed yearly (USD 41–55 month-to-month) for up to 10 active clients or cases; Small Practice is USD 69/month yearly (USD 83–104) for up to 25; Firm is USD 125/month yearly (USD 153–174) for up to 50; Pro Firm is USD 209/month yearly (USD 251–279) for up to 100; Custom/Agency for 100+ is priced individually. The done-for-you Assist add-on is priced per firm depending on workload. Founding pilot firms start with a free 2-week pilot; selected founding firms can keep a special early rate if agreed in writing. Final pricing may change after the pilot based on workload, support and setup — pricing is per firm, no per-client surprises.
What exists today, and what's still coming?
Today: document chasing, human-approved reminder drafts, shared-mailbox intake, client upload links, the review queue, invoice tracking in reports, and the weekly report. On the roadmap (not built yet — we're honest about that): the cash-collection dashboard, promise-to-pay and payment-plan tracking, escalation sequences, the phone-call task queue, SMS reminders, accounting-software integrations and cash-flow forecasting. Founding firms shape what ships first.