Systematic GeeksEveryone tells you to “set a reminder.”
We build the reminders
that chase people.
A reminder that pops up on your screen is not the same thing as the thing getting done. We build the systems that know every expiry, renewal and lodgement date, chase the person who owes the document, and escalate to you only when they don’t deliver. The first one is on us.
- Nothing lapses quietly
- Built inside your tools
What it keeps track of.
Dates, documents
and the people who owe them.
Renewals and expiries
Insurances, registrations, certifications, subscriptions. Read from the documents themselves, put on a timeline, chased at 60, 30 and 7 days.
No lapsed coverClient obligations
The documents your clients have to give you before you can act. Requested in one list, chased in your voice, ticked off as they arrive.
They send it, you don’t askStaff credentials
Working-with-children checks, first aid, licences, CPD hours. Tracked per person, chased to the person, reported to whoever signs off.
Audit-ready without an auditEscalation
Silence for a set number of days becomes a task for a human, with the history attached. Nothing sits in a reminder nobody read.
Humans handle the hard onesThe calendar knows.
Nobody looks.
Most businesses already have every date written down somewhere: a spreadsheet, a calendar, the document itself. The problem is that a date in a spreadsheet doesn’t send an email, and the person who was going to check the spreadsheet got busy.
So the system reads the dates and does the checking. Every day, without being asked, in the tools you already run.
The build.
Three steps
to nothing lapsing.
-
01
A 45-minute call
We list what has to be renewed, lodged or collected, who owes it and what happens when it’s late. You keep that register either way.
-
02
We wire it to your tools
Your drive, inbox, CRM or practice software becomes the source of truth. Nothing to migrate. Most systems are live in 7 to 14 days.
-
03
The chasing starts
Reminders go out, documents come back, and you get a weekly line: what’s due, what’s in, who needs a call.
Worth asking.
We’re a brokerage. Is this the right fit?
Yes. Client document chasing before submission and licence and CPD tracking for the team are the two most common builds we do for brokers.
What about a clinic?
Practitioner registrations, equipment servicing, consent forms and accreditation evidence. Same system, different register.
Can it read the dates off PDFs?
That’s usually how it starts. The expiry is on the certificate; the system reads it once so nobody has to type it in.
Stop relying on
someone remembering.
Bring the spreadsheet of dates, or the drawer it lives in. We’ll build the system that chases it, in your tools, live in about two weeks. The first one is free.