Solution · By function
Document collection
The deadline does not move, and the papers are still not in.
Client papers arrive before the deadline. Nobody sends the reminders.
You will recognise this if
- A filing date is close and several clients have still sent nothing.
- An onboarding pack sits half-finished because one KYC document never came.
- Someone checks a folder by hand to see which papers are missing.
- A junior sends the same reminder again and nobody logged the last one.
What gets built
One request per client, sent once, listing what is needed and where to send it
Reminders that run to the deadline on their own, and stop when the paper arrives
Papers renamed and filed on arrival, with one view of who is complete and who is not
The path of one document request
- 01RequestedOne list goes out, built from that client's checklist
- 02ReceivedWhatever the client sends back, wherever they send it
- 03CheckedNamed, matched against the list, filed in the right place
- 04ChasedOnly the clients who still owe, only the papers still missing
- 05ClosedThe file is complete, and the deadline is visible before it arrives
Make a start
Talk it through on a free call.
How the work runs
- 01
Pick one stage Start with one stage, such as onboarding or one filing cycle.
- 02
Map what is asked for List every paper that stage needs and who it comes from.
- 03
Build on your tools The system goes on your own Drive, sheets and email.
- 04
Hand it over The rules are written down, and your team changes them from then on.
What changes afterwards
Papers come in before the deadline, and you can see it happening
Your team spends the day on client work, not on reminders
Nobody hunts through email to find out what is missing
Common questions
Is this software or a service?
one7x builds the system and hands it over. There is no product to subscribe to. It runs inside the Drive, sheets and email your firm already uses. Your team owns it afterwards and can change the rules.
Where does our client data go?
Client documents stay on your own systems. one7x builds inside the Drive and email your firm already runs. Nothing is copied into a database one7x holds. There is no one7x-held store of your client records.
Will our clients have to learn something new?
No new app is required. The client gets a link and sends the paper back. It works on a phone. The request goes by email or WhatsApp, whichever that client answers.
Have you done this before?
There is no client list to show, because this is a new practice. The method is what there is to judge. One stage is mapped by hand before anything is built. The number it should move is agreed first. Ask on the call, and the answer will name what exists today.
What does it cost?
The first call is free. After it, a paid assessment maps the stage and puts a number on what it costs you today. That is a fixed fee of ₹1,50,000 plus GST. The build is quoted separately, once the scope is written down and agreed.
Where does it start?
A free first call. One stage of your document collection gets walked through in full. That call names the stage, the number and what a build would cover. Nothing is committed at that point. Contact Us to book it.
Where this is used
Let’s talk about your situation.
A free intro call, to find where this work loses time and money, and where to start.
After it, a paid assessment is a fixed fee of ₹1,50,000 plus GST. The build is quoted once scope is agreed.
Book a Strategy Call