Paper Chaser

Paper Chaser

Chases unsigned documents and missing paperwork until they come back, politely and on a schedule.

Paper Chaser
What Paper Chaser handles
The waiting list
It keeps one live list in your CRM of every signature, form, and file you are waiting on, with who owes it and since when.
The first nudge
When something sits too long, it drafts a short and polite reminder in your tone for someone on your team to approve.
The second and third
It knows when a follow-up is due and drafts each one, a little firmer each time, without you tracking any of it.
Arrival, logged
When the paperwork lands, the item is closed on the record with a timestamp, so the list is always the truth.
Nothing from memory
The chase never depends on someone remembering to ask again. If it is on the list, it gets chased until it is done.
The supervisor
A lilAgents builder reviews the list and the drafts, and if a chase should stop, a human stops it.

What it reads, and what it may write.

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Paper Chaser reads your email to notice when a document arrives, and it reads your CRM to know what is still outstanding. In your email it reads and drafts. Nothing new goes out until someone on your team approves it, and a reminder you approve once goes out on schedule.

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It writes in two places: reminder drafts in your mailbox, and your CRM, where it records items opened, nudges drafted, paperwork received, and items closed. Every write is logged, so at any point you can see exactly what the agent did and why it did it.

The working rules
Your email
Sends only what you approve
Writes go to
Your CRM and drafts
Every write
Logged
When unsure
It asks

When it asks instead of guessing.

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Some replies are not a document, but they are an answer: a client pushing back, a deadline moved, or a deal that changed shape. Paper Chaser does not interpret those alone. Anything that reads like a stop signal, a complaint, or a partial answer goes to a human before another nudge is drafted.

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It reviews the list on a daily schedule, and a lilAgents builder audits the log as part of supervision. You stop being the person who has to remember to ask twice.

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Rather set it up yourself first? Our how-to on automating client onboarding covers the forms, signatures and reminders, tool by tool.

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