Generate required document lists
Per client type, matter, or engagement — not one generic checklist.
DOCUMENT COLLECTION AUTOMATION
Collect every required document without chasing anyone.
Engagements stall on paperwork. SpielOS generates the exact document list per client or matter, tracks what arrived, renames and files what comes in, reminds whoever owes what, and tells you precisely what is still missing — without a single manual chase.
Today, by hand
The work nobody was hired to do.
- 1
Compile the document list from a template — again
- 2
Send the request email
- 3
Wait
- 4
Receive six files named scan_final(3).pdf
- 5
Figure out which requirement each file satisfies
- 6
Notice one is expired and two are missing
- 7
Chase — carefully, so the client doesn't feel nagged
Document collection is pure coordination: knowing what is needed, what arrived, what is wrong with it, and who to ask — repeatedly, for every client, until everything is in.
What changes
Same process. No checklist manager.
Before
A spreadsheet (or memory) tracks the checklist, and someone spends hours a week matching attachments to requirements and writing reminder emails.
With SpielOS
Requirements are generated per engagement, incoming files are classified and filed as they arrive, gaps are chased automatically, and status is always current — visible at a glance, not reconstructed on demand.
How the workflow runs
Actual states. Actual actions.
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List generated
-
Requests sent
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Files arriving
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Classified & filed
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Validity checked
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Reminders sent
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Complete confirmed
What it automates
What document collection automation does.
Request and track documents
Received vs. missing, per requirement, always current.
Send smart reminders
Only for what is actually missing, phrased kindly, stopped on arrival.
Classify incoming files
Figures out which requirement each attachment satisfies — even badly named ones.
Rename and file properly
Consistent naming into the right folder in your drive, automatically.
Check basic requirements
Dates, signatures, completeness — obvious problems caught early.
Request replacements
Expired or wrong documents trigger a specific, polite re-request.
Report true status
One glance shows what is in, what is missing, and what is blocked.
No migration
Works with the tools you already use.
The workflow runs on top of your current stack — we connect to it; we do not replace it.
Plus your ATS, CRM, or internal systems where an integration is genuinely supported.
Who this is for
Built for teams where this work repeats weekly.
Accounting firms
Seasonal floods of client documents with hard deadlines.
Recruitment agencies
CVs, IDs, contracts, certifications per placement.
Legal & professional services
Matter-specific checklists where completeness is non-negotiable.
Human boundaries
Automate the repetition. Keep the judgment.
Runs on its own
- Checklist generation, requesting, and receipt tracking
- Classification, renaming, and filing of arrivals
- Basic validity checks and replacement requests
- Status reporting across all engagements
Stops for a human
- Clients who are frustrated or delayed for personal reasons
- Documents needing professional judgment (legality, sufficiency)
- Exceptions like wrong-client or wrong-engagement submissions
Nobody wants a robot nagging their clients. The automation chases politely, within your tone rules — and hands over the moment a conversation is better than a reminder.
Questions
Document Collection Automation, answered.
It is a workflow that generates the required document list per client, requests and tracks each item, classifies and files what arrives, and automatically reminds whoever owes what until everything is complete.
Yes. Classification looks at content, not filenames — scan_final(3).pdf gets identified, renamed, and filed to the right requirement.
No. Cadence and tone follow rules you set, reminders reference the specific missing item, and chasing stops the moment the document arrives or a human takes over.
Filed in your own drive structure under consistent names — plus a live status view of received vs. missing across every engagement.
Keep exploring
Related workflows.
Start with one workflow
Show us the workflow you want off your plate.
Walk us through how it works today. We will map what can be automated, what should stay human, and what the implementation would require.
Apply — Free Review