CloseDesk Free tool
CloseDesk · Client Document Chaser

Free Client Document Chaser

Tell it what's missing — get the chase email (and the follow-up) in your firm's voice.

Download a sample client list (CSV) →

Now imagine never sending one of these by hand again.

CloseDesk chases every client for every missing doc each month-end, files what comes back, and hands you a close-ready package. You just approve.