Agenvanta installs and runs a dedicated AI employee (for example, Mia) for your firm. Client document chase is one of several recurring jobs it can own, common for law firms and bookkeeping firms that wait on intake forms, signatures, statements, and records. See the service.
Law firms and bookkeeping firms lose days every week chasing clients for the documents they need to move work forward. This page describes one of the recurring jobs the AI employee can own day-to-day, so missing docs stop slipping and the manager sees what is actually blocked.
Client / matter, required document, requested date, last reminder date, status (requested · pending · received · stalled), responsible attorney or accountant, notes, sensitivity flag.
Soft reminder at day 3. Firmer reminder at day 7 with deadline context. Stall flag at day 14 (lifts to the manager digest). Partner / owner escalation at day 21 or earlier if a deadline is at risk.
Professional, short, references the specific document and why it matters for their matter or filing. Always human-reviewed before send unless you later approve a tighter automation path.
This is not a workflow you buy. It is one of the first 2 to 3 recurring jobs the AI employee runs once installed. Agenvanta owns the operating layer: memory vault, approved tool access, monitoring, weekly improvements, and human approval gates on customer-facing messages.
$5,000/mo standard. $2,500/mo for founding members. The retainer covers the AI employee and every recurring job it handles, not per-workflow pricing. Request pilot access.
An AI employee can own more than one recurring loop. See where else it shows up.