A single engagement, step by step. Reminders going out is the boring half. Watch what happens on step three, when the client says “Friday” and the chase quietly waits until Friday.
The first reminder goes out
Tuesday, 9am
FileChaser
Hi Priya, hope the quarter's treating you well. Whenever you get a minute, we're still missing your Q3 bank statements for the VAT return. No rush at this stage.
Nobody wrote this, and nobody had to remember it was due.
Step 1 of 7. The first reminder goes out. Hi Priya, hope the quarter's treating you well. Whenever you get a minute, we're still missing your Q3 bank statements for the VAT return. No rush at this stage.
1/7
Every product in this category promises to stop you chasing by hand, and most of them mean “we will send the emails on a schedule you set”. That is a real and useful thing. It is not this.
| Scheduled reminders | FileChaser | |
|---|---|---|
| When a client replies | The reply lands in someone's inbox. The schedule carries on regardless. | The reply is read. A promised date pauses the chase until then, a question goes to a person, and documents are matched to what was asked for. |
| What the reminder says | A template with the client's name merged in, the same on the first nudge and the fourth. | Written for that rung and that client, naming what is still missing and firming up as the deadline closes in. |
| When it is unsure | There is nothing to be unsure about. It sends what it was told to send. | It holds the draft and asks you. You decide how much rope it gets, and it never quietly widens that itself. |
| How far it escalates | More emails, further apart. | Email, then text, then it stops and tells the accountant whose client this is that the automation is done helping. |
| What you have to check | A dashboard of everything, which somebody has to remember to open. | One queue that is empty when nothing needs you, and finds you in Slack or Teams when it isn't. |
Everything below runs on its own. You only hear about it when a decision actually needs you.
Claude writes each chase message in your firm's voice, polite the first time, firmer as deadlines close in, referencing exactly what's still outstanding.
Hi Priya - hope the quarter's treating you well. Whenever you get a minute, we're still missing your Q3 bank statements for the VAT return. No rush at this stage.
Priya - your VAT filing deadline is now 6 days away and we can't begin the return without the Q3 bank statements. If they're difficult to pull together, reply here and we'll help.
Approval needed
Riverside Bakery Ltd · Q2 VAT Return
Rung 2 is drafted and waiting to be sent as an email.
Open review queue
Document needs review
GreenLeaf Landscaping Ltd · Year-end accounts
bank-statement-mar.pdf didn't match any checklist item.
Assigned toDana Ashford
Open review queue
Connect Slack in one click. Every item arrives as a direct message to the accountant who owns that client - Teams posts it to a channel, naming them. Nobody has to watch a dashboard.
Email, then a reminder, then a firmer nudge, then SMS, then a human. Each client moves up only as fast as they need to.
An odd reply, a complaint, an unclear attachment: anything below your firm's confidence threshold queues for a quick human decision.
Every reminder includes a secure, single-use upload link. Clients drop their documents in without creating an account.
Every plan includes the full chase engine, review queue, client upload portal, and Slack and Teams notifications. 14-day free trial on any plan, no card charged until it ends.
Nothing sends without your say-so
You decide how much FileChaser may send on its own, from nothing at all to the low rungs of a ladder. It never widens that itself.
Every message is on the record
Each chase, reply and automated decision is written to an audit trail you can read, so you always know exactly what your client was told.
Your documents, on your timetable
Stored in the EU, deleted after however long you choose, and erasable per client on request.
Up to 15 clients
£29/month
Up to 50 clients
£79/month
Unlimited clients
£199/month