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VARASENALoadingIndustry
Keep track of enquiries, client work, documents and billing, so clients get updates without having to ask.
Problems we fix
Three common problems we hear, and what changes once the right software is in place.
Client documents arrive on WhatsApp and email and are hard to find later.
What changesEach client has one folder with every document and message.
Clients call to ask "what is the status?".
What changesThey see the status on a client portal or get an update.
Billing is done at month end from memory.
What changesWork and fees are recorded as you go, and invoices are created from them.
What we build
Start with the one that saves the most time. The rest can be added later.
New enquiries, proposals and onboarding in one place.
Clients upload documents and see the status of their work.
Deadlines, assignments and reminders for your team.
Invoices and payment reminders from recorded work.
Sample walkthrough
An example of how this could work, step by step. It is an illustration, not a client result.
Step 1 of 4
Reminder
Before the due date, clients get a WhatsApp message listing the documents needed.
More sample scenariosFAQ
Did not find your answer? Call or WhatsApp us, we are happy to explain.
Yes. Each client sees only their own portal, and your team's access is controlled by role.
Yes. Due dates you set are tracked, and the team and clients get reminders.
Yes, for both your team and your clients.
Tell us how client work is tracked today.