Key Features:

• Streamlined Client Work Management: Prioritize client tasks that are waiting for documents or approvals, ensuring they are addressed before opening emails.

• Customizable Stages: Define specific stages for your workflow and set the requirements for each stage to progress.

• Client Collaboration: Clients do not need an account; they receive private links to submit requested documents or approvals.

• Document Management: Proof of identity and necessary documents are kept with the client, accessible for subsequent work stages.

• Automated Reminders: Receive automated daily reminders for overdue or waiting tasks, with options to pause work until a specific date.

• Integrated Communication: Centralize client conversations, call notes, and forms in one place, with options to integrate email and WhatsApp.

• Flexible for Various Firms: Suitable for service firms such as agencies, clinics, and financial advisors, with customizable stages to fit different workflows.

untieHQ is designed for service firms that manage client work in stages. It helps you visualize and manage tasks that are stuck due to pending documents or approvals, bringing them to the forefront of your attention. By setting up custom stages and requirements, you ensure that work progresses smoothly. Clients can easily submit necessary information via private links without needing an account. The platform also automates reminders for stalled tasks and centralizes client communication, making it an efficient tool for improving productivity and client management.