Paperwork handled while you work
Customers ask for invoices, statements and forms at all hours, and you need documents from them too. Openlate sends the right document, collects what is outstanding and keeps it filed.
Sound familiar?
“Clients ask for the same statement three times a year and I dig for it every time.”
“I can't start the job until they send their documents, and they send half.”
“New client forms get filled in by hand and typed up later.”
How it works
We set up your documents
Your forms, checklists, terms and templates, in your branding.
A customer asks, the document is sent
Statements, invoices and forms go out in the same chat, at any hour.
It collects what you need
Customers get a checklist, and reminders about anything still outstanding.
Everything is filed
Each document is saved against the customer, so you can find it later.
See it happen
One customer, from start to finish.
Customer asks
Can you send me my statement for March?
Document sent
Statement-March.pdf
Collecting documents
Still needed
- ID copy
- Received
- Proof of address
- Reminder sent
Filed
All documents received
A made-up example.
Where it works
Where it helps most
Documents suits these kinds of business especially well.
Available in Full Ops, or on its own
Documents is part of the Full Ops plan (R5,499 a month). You can also start with just this one.
Want this running in your business?
Tell us how you do it today. We'll show you what we would automate first.