What your client sees

Clients don’t need to learn your system, so there isn’t one to learn. They see what’s missing, in plain words, and what they’ve already sent.

“I don’t have this” matters as much as “I’ve sent this”. A lot of chasing is asking for things that don’t exist this month.

View as

This sample shares its data with the board, so a client’s answer shows up there straight away. Open both in separate tabs to watch it happen.