Client Document Chase Agent

Finds missing client records and prepares one deadline-aware follow-up.

Missing records become one clear client follow-up.

This live workflow uses a prepared client file. In an installation, it can read your portal, inbox and engagement checklist.

Test it live

01Client recordsPortal, inbox and checklist
02Document Chase AgentCompares received and required items
03Priority checksFinds missing, stale and urgent records
04Accountant reviewConfirms the request and timing
05Prepared outcomeOne client-ready follow-up

Your Supabase project
No pooled client database
Human approval before action
No model call needed

Under the hoodSee the systems, storage and control points

Example client installation

01Firm sourcePortal, inbox or checklist
02Scoped connectorReads approved engagement records
03Document Chase packageLoads checklist and deadlines
04Rules engineCompares status and due dates
05Safety checksPrevents duplicate or unsupported requests
06Firm-owned SupabaseStores the result and run trace
07Named reviewerApproves, edits or rejects

Your operational data stays in your firm-owned database. This workflow runs on explicit rules and sends no client data to a model. No final action happens until a named person approves it.

Test the full workflow

Test the agent live

Take one record set through the full workflow.

The rules do the predictable work. Every final action still waits for a person.

Client file→Checklist rules→Follow-up review

Urgent business returnTwo records are still missing nine days before the target filing date.One missing tax formA brokerage form is outstanding with enough time for a normal follow-up.Complete client fileEvery requested record is present and the file can move to preparation review.

Choose a record set and run the complete workflow.

Items waiting in this agent’s lane.

1in queue

1need human review

Test it live

Subject	Agent summary	Confidence	Age	Status	Open
Mesa Dental Group · 2025 business return	2 missing documents need follow-up	99%	6d	high priority	View →

How it connects

Supabase stores the workflow records. The server reads only this agent’s lane and turns it into the queue above. Completed rows open this agent’s compact owner view and inspectable run trace.

Test it live