Pavilion Arc · Getting started

Getting started · Client document collection

Chasely

Client chasing, handled.

Chasely helps an accounting firm collect documents from clients, such as bank statements, receipts and payroll reports, without chasing them by email.

Open Chasely ↗Download sample files ↓
  • 6 steps
  • About 10 minutes
  • Made-up sample data
The Chasely workspace

How the work flows

Every task in Chasely moves through the same stages.

  1. 1Request
  2. 2Follow up
  3. 3Receive and check
  4. 4Done

Before you begin

Open Chasely, press Open workspace, and keep this page open beside it.

  • A computer or phoneAny up-to-date browser works.
  • The sample filesOne client list, downloaded from the sample task.
  • About 10 minutesEverything uses made-up clients.

Step by step

Follow the steps in order. Each one sets up the next. Select a screenshot to see it full size.

  1. Step 1: Start on Home

    Home shows every client and the documents they still owe you, so you always know the next step.

    Press Try a 3-minute sample task whenever you want a short guided version of this page.

    Chasely Home screen for step 1: Start on Home
    The ring shows where to look or what to press.

  2. Step 2: Download the sample files

    In the sample task, press Download Chasely sample files. You get a small client list to import. Every name in it is made up.

    Chasely Sample task screen for step 2: Download the sample files
    The ring shows where to look or what to press.

  3. Step 3: Import your clients

    Open Clients and press Import CSV. Choose 01_client-import.csv. The new clients appear in the client directory.

    You can also add a client by hand with Add client.

    Chasely Clients screen for step 3: Import your clients
    The ring shows where to look or what to press.

  4. Step 4: Request documents

    Press Request next to a client. Check the list of documents and the pre-written email, then press Save request. The request now appears on Home.

    Nothing is emailed from the demo. Requests are saved as drafts.

    Chasely Clients screen for step 4: Request documents
    The ring shows where to look or what to press.

  5. Step 5: Follow up on time

    Open Follow-ups to see who needs a reminder today, who is due soon, and which reminders are already scheduled.

    Chasely Follow-ups screen for step 5: Follow up on time
    The ring shows where to look or what to press.

  6. Step 6: Review what arrives

    Open Documents. Each document shows its status and a check result with its reasoning, so you can accept it or ask for a better copy.

    Chasely Documents screen for step 6: Review what arrives
    The ring shows where to look or what to press.

What to notice

Each client has one page with everything about them, and every document check explains why it passed or failed.

Other guides

The same steps-and-screenshots format for every Pavilion Arc product.