Requests
Ask once. The reminders do the rest.
Documents, answers and approvals in one checklist, with a Need by date. Up to five reminders follow up for you, and stop the moment everything is in.
Hear first when it opens · Records stored in Sydney
What it does
Everything you need from a client, in one request.
For whoever does the chasing: the production coordinator, the accountant, the bookkeeper.
One checklist
Documents, answers and approvals together, so the client sees everything you need at once.
Reminders that stop on their own
Up to five, at 10:00 am in your practice's time zone on business days, and none once everything is in.
Nothing for the client to install
Your client replies to the email with the documents or answers.
Track
See who's waiting on whom.
Open requests
Your move first.
Every open request on one screen: your move first, then overdue, then waiting on the client, each with its Need by date.
practice.leverup.com.au
Questions
What practices ask first
Up to five per request, at 10:00 am in your practice's time zone on business days: the day before Need by, on the day, then every three days. They stop once everything is provided.
No. They get an email and reply with the documents or answers.
Yes. One checklist holds documents, answers and approvals.
After the fifth reminder, Lever stops. The request stays under Overdue on Open requests, with what has come in so far, so you can see who to call.
Spend BAS week on the work, not the chasing.
Join the waitlist, and our team sets it up with you when it opens.
14 days free, no card, one plan with every module · Records stored in Sydney
Questions first? Email us at hello@leverup.com.au.