Prepare a request
Choose a client and create an editable request for the records you need.
PAVILION ARC / CLIENT DOCUMENT COLLECTION
Chasely
Bring client document requests, recurring checklists, follow-ups and document checks into one workspace.
For accounting firms & client-service teams
Workspace preview
IN THE WORKSPACE
A more focused
way to work.
- Client requests & recurring checklists
- Follow-up queue & activity history
- Document checks with clear verdicts
Review what is outstanding
Use the follow-up queue and recurring checklists to keep requests visible.
Check received files
Review document matches and the reasons behind the result.
BEFORE YOU EXPLORE
Know the workspace.
Choose your next step.
Requests are drafts; the prototype does not automatically email clients. Demo sign-in is not production authentication.
Use fictional sample data. Browser storage can retain demonstration records, and clearing it can remove them. Demo roles do not provide production access control. These workspaces do not share an account or live data.
Read product information ↗MORE FROM PAVILION ARC
LET’S TALK ABOUT CHASELY
See where it could
fit your workflow.
Scope, availability and any future engagement are confirmed individually.