Automated
Reminders.
Keep your requests top-of-mind with automatic reminders. We'll chase your clients for you.
Start Automating—try for free
Document collection on autopilot.
Set appropriate schedules for us to follow and we'll send automatic reminders to ensure you get your documents on time. Never chase your clients for documents again—Get a 30% decrease in turnaround times.
Personalize your follow-ups.
Craft the perfect personalized reminders with proven templates. Use a request's data to personalize emails with your client's name, a checklist outline, the request's title, due date, and more.
Personalize your follow-ups.
Craft the perfect personalized reminders with proven templates. Use a request's data to personalize emails with your client's name, a checklist outline, the request's title, due date, and more.
Email, and SMS too.
If needed, use text messages along with email when requesting documents or when sending reminders. Use a multi-channel approach to reach your clients where they are.
Boost productivity.
Simplify and automate your document request process. Save time by not chasing after clients; instead, send out requests and witness documents flooding in—up to 80% faster than traditional methods.
Boost productivity.
Simplify and automate your document request process. Save time by not chasing after clients; instead, send out requests and witness documents flooding in—up to 80% faster than traditional methods.
Automatically move a project along with the right content.
OkaySend simplifies the process of collecting documents and files from clients with itemized checklists and automatic follow-ups.
Get started—try for free
