The loop · create request → chase reminders → mark received

Riverton LLC — February close

Projected close Mar 12.

8 documents requested

February close

Operating bank statementBank stmt · Feb · verified Mar 5

Verified

Payroll registerPayroll · Feb · received Mar 7

Received

Merchant deposits — StripeReceipt · Feb · received Mar 7

Received

Credit-card statementBank stmt · Feb · opened Mar 6

Opened

Vendor invoices · 12Invoice · Feb · opened Mar 6

Opened

Loan statement — term noteStatement · Feb · req'd Mar 3

Requested

Fixed-asset receiptsReceipt · Feb · req'd Mar 3

Requested

Owner draw memoMemo · escalated to you · no response · 3 nudges

Missing

Portal link

Courteous

shoebox.link/whitfield/riverton-llc-feb

8 documents for your february close

Hi Riverton LLC— when you have a moment, here’s the short list we need. One link, no login, and phone photos are perfectly fine. — Whitfield & Co

Escalation log

Live

Mar 03 09:00Requested 8 docs → Riverton LLC
Mar 05 09:00Nudge (email) — opened
Mar 05 14:20Bank statement received
Mar 07 09:00Nudge (SMS) sent
Mar 07 14:22Payroll + merchant deposits received
Mar 09 09:00Nudge (SMS) sent
Mar 10 09:001 doc missing → escalated to you