Glivent answers

How can Glivent reduce client document chasing in an accounting firm?

Direct Answer

Glivent can review how requests are prepared, how incoming files are identified and what staff do when information is missing. A useful workflow may organise follow-up and work assignment around the firm's existing practice and document systems.

What matters first

The expensive part is often not sending a request. It is working out what arrived, whether it is usable, what is still missing and who should follow up.

What Glivent can do

Glivent would map a recurring document cycle and the firm's review rules. A flow could classify approved files, link them to the right request and keep outstanding items visible to staff.

What stays with your team

The system should not treat a document as professionally sufficient simply because a file was received. Accountants and bookkeepers remain responsible for review and advice.

Related guides

Learn more about this topic

More from Glivent

A practical first step

Find practical improvements for your business.

We review how work moves across the business, identify the strongest opportunities, and recommend a practical place to start.

Request an operational review