Paperwork that collects itself
Onboarding stalls on paperwork, and it is almost never the client being difficult. Nobody can see what is still missing. NorthernPlus gives both sides one live checklist: you send one secure link, your client uploads item by item with no login, your team accepts or returns each document with a reason, and the follow-up writes itself from whatever is still open. Work starts sooner, and nobody spends an afternoon chasing a bank statement.
Two people guessing at the same list
In an email thread neither side has a current view, so the collection stalls on the one item nobody chased.
Takeaway: one list, read by both sides at the same time, removes the guessing that stalls the collection.
The whole journey at a glance
Takeaway: the loop closes without an email thread, and a rejected document returns to the same place the client is already looking.
For your client, the link opens the complete list: what you need, why, and when it is due. No signup, no password, and it works on a phone. Files land against the exact item they belong to, progress saves on its own, and where a client genuinely does not have something, one click says so in their own words instead of going silent. An expired link is never a dead end: one button emails a fresh one, only ever to the address you already hold.
Send it from a case reference, review it item by item
Where a case system is connected, paste a case reference or a whole batch and the request goes out linked to its case, no retyping, with the full send spelled out before anything leaves. Your team then watches the checklist fill in live, with one decision per document.
| Decision | What it does |
|---|---|
| Accept | Marks the item done. The client's checklist shows Complete. |
| Waive | Drops a request that turned out not to apply, without leaving a hole in the list |
| Mark insufficient | Sends it back with a reason. The reason is required, and it is exactly what the client reads under the item. |
| Attach it yourself | For a document that arrived another way, so the checklist stays the single truth |
| Edit the request | Reword or retarget an item that was not clear enough the first time |
Takeaway: the kickback loop is the whole point. No email thread to dig through, no explaining it twice, and a written record of what you asked for and when.
The follow-up writes itself
Reminders run on their own schedule. When you do want to write, the message drafts itself from the live checklist, so it never asks for something that already arrived.
Takeaway: the step teams most often lose to a busy week is the step that runs on its own here.
Every step is timestamped
Every upload, client note, review decision, and reminder sits on the contact, from first send to final document. If anyone ever asks whether you chased it, the answer is already written down. Where the request is linked to a case, an accepted file flows into your case system against the right case.
| Question | Where the answer is |
|---|---|
| When did we ask for this? | The send record, with the exact list of items requested |
| Why is this item still open? | The item's own state, plus the client's note if they said they cannot provide it |
| Did we chase them? | Every reminder and follow-up, timestamped, including the automatic ones |
| Why did we send that back? | The reason your team typed, saved verbatim and shown to the client |
| Who accepted this document? | The review decision, with the person and the time |
Questions buyers ask
Why is this better than email and a shared folder?
Because neither side of an email thread has a current view. Here every item carries its own state, a returned document goes back with a written reason where the client is already looking, and reminders run on their own.
Do my clients need to create an account?
No. One secure link opens their complete checklist with no signup, no password, and nothing to install, and it works on a phone. Progress saves as they go, and if a link expires, one button emails a fresh one, only ever to the address you already hold.
What if a client does not have a document?
They say so in one click, in their own words, instead of going silent. That explanation lands with your team, who can waive the item or reword the request. The one-item stall that kills collections has an exit built in.
What happens when a client uploads the wrong thing?
Your team marks it insufficient with a required reason, and that exact reason appears under the item on the client's checklist. No phone call, no explaining it twice, and a written record of what was asked for and when.
What does it connect to?
Any system with an API. Where yours is connected, requests can be raised straight from a case reference, accepted files flow back against the right case, and every upload, decision, and reminder is timestamped on the contact. The checklist also works on its own if nothing is connected yet.
See it on your own document list
Every day a collection stalls is a day the engagement cannot move.