From sign-up to first follow-up in under a week.
Here's exactly what happens when you work with Crownlark — on your side, and what your clients experience.
We do the heavy lifting from day one.
Day 1–2: Setup call (20 minutes)
We learn how your firm works — your client list, document types you routinely chase (bank statements, receipts, signed letters of engagement, etc.), your preferred tone, and your deadlines.
Day 2–3: White-label configuration
We configure outgoing communications to send from your firm's email domain. Your clients will see emails from your address. We handle the technical setup entirely.
Day 3–5: First sequences activated
Your first document chasing sequences go live. We begin following up with clients on the outstanding documents you've flagged.
Ongoing: You're notified as documents arrive
You receive a notification each time a client uploads a document. A live dashboard shows the status of every outstanding request at a glance.
Professional, branded, and surprisingly easy.
Your clients receive a clear, politely worded email from your firm's address explaining what document is needed and why. The email contains a single link to a secure upload portal — no accounts, no passwords, no friction.
If they don't respond, they receive a follow-up at a carefully timed interval. Reminders are written to be firm but never aggressive — protecting your client relationships is our priority.
Sample email sequence
- Day 0: Initial document request (branded, from your domain)
- Day 5: First reminder — gentle, assumes they may have missed it
- Day 12: Second reminder — notes deadline proximity
- Day 18: Final reminder — flags urgency without damaging the relationship
You're informed, never burdened.
Your team does not send, manage, or monitor any of the follow-up communications. Your only touchpoints are:
No email templates to maintain. No spreadsheet to update. No reminders to remember.
Start your free 30 days.
No software to install. No lengthy onboarding. We'll have your first document chasing sequence running within days of signing up.