Notice, act,
hand off.
It keeps an up-to-date list of what is still missing on each file or project, sends reminders on a schedule, and brings in a team member only when a deadline is at risk or the other party raises a problem. When the document arrives, it is filed and the next step starts.
What it knows. What it can do.
Everything is agreed before it starts. You sign off on what it remembers, what it is allowed to do, and when it must stop and hand the case to a person.
Short answers
to the long worries.
Does it handle sensitive documents securely?
It runs in its own separate environment and can see only what you approve. We agree the rules for handling your documents in the blueprint, before it goes live.
What if the person cannot provide the document?
It hands the case to a person; it does not try to resolve a genuine blocker on its own.
How do we start?
With this one workflow. We set it up, prove it on your real data, and you decide whether to go ahead.