Task Lists: One Place for Every Client’s Documents
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“I already sent that to you!” With Tasks, if it’s in Quilia, they sent it. Build a task list once, like getting started documents: a photo ID, proof of address and recent pay stubs. On a client’s case, open Requests, click Send, pick the list and set a due date.
Your client gets the whole list on their phone. They check items off, upload files right from each item, and tap Don’t have this? to tell you why they can’t send something, in their own words. Back in Tasks, the list is one row however many clients it went to. Expand it to see where each client stands and how many days are left, open a client’s page, and click View to open what they sent. ℚ, their digital case assistant, knows the due date when a client asks what is left.
If it's in Quilia, they sent it. If it's not, they didn't. One place for every client. In Tasks, build a task list once, or pick one you already have. Say, getting started documents: a photo ID, proof of address, recent pay stubs. On your client's case, open Requests and click Send. Pick the list, set a due date, and send it. Your client gets the whole list on their phone. They check items off, and upload a file right from the item. Can't get something? They tap Don't have this? and tell you why, in their own words. Back in Tasks, the list is one row, sent to three clients. Expand it to see where each one stands, and how many days are left. Click a client to see what's still needed, what they can't get, and what's done. Click View to open what they sent. And when your client asks ℚ, their digital case assistant, what's left, ℚ knows the due date too.