The real-time follow-ups are helpful in ensuring that clients send their documents promptly.
Sometimes the document validation feature doesn't catch errors, leading to further delays.
It alleviates some of the workload, but I've had mixed results with its accuracy in document validation.
The way it validates documents is impressive; it catches a lot of mistakes I would have missed.
Sometimes it doesn't align perfectly with my specific needs for different clients.
It helps improve the accuracy of client onboarding, reducing the time spent correcting errors later.
I appreciate the automation of document collection, which has the potential to save time.
The interface is not very user-friendly. It often takes longer to set up than I anticipated.
It helps reduce the back-and-forth emails for document submissions, though the system sometimes misidentifies document types.
The automation features are fantastic! They save me a lot of time and effort each month.
I wish there were more tutorials available to help new users get started quickly.
It significantly cuts down my onboarding time for clients, allowing me to take on more work without sacrificing quality.
I love how it automates checklist generation, which saves me from creating them manually.
The integration with email can be a bit glitchy at times, which can lead to missed communications.
It significantly reduces the time spent on onboarding clients, allowing me to focus on more complex tasks.
I love the ease of use; it's straightforward and integrates well with our existing systems.
The document validation sometimes generates false positives, needing manual checks.
It streamlines onboarding, making it easier to manage multiple clients simultaneously.
The potential to save time is exciting, and I love the idea behind the tool.
In practice, it hasn't saved me as much time as I hoped, and I find it cumbersome at times.
It addresses the need for better document management, but it can be improved for efficiency.
The real-time communication feature is incredibly useful for clarifying client needs.
The initial setup took longer than expected, but it was worth it in the end.
It helps reduce the administrative burden, allowing me to spend more time on client relationships.
The ability to automatically generate checklists has been a game changer for my team.
It can sometimes misinterpret the documents, but it's rare.
It streamlines the document submission process, which has improved our client satisfaction scores.
It's great at organizing client documents and keeping track of what's been submitted.
The system can sometimes be slow to respond, which can be frustrating during busy periods.
It streamlines the onboarding process, though I wish it had better customization options for different clients.
The automated follow-ups have drastically improved our document collection times.
It could use a few more customizable options to fit our specific workflows.
It reduces the time spent on repetitive tasks, allowing me to focus on providing better service to clients.