- Checks the file checklist
- Identify missing documents
- Prepares or sends reminders
- Checks incoming files against the list
- Keeps file status current
Work we can take on
Get missing documents chased and checked without another person babysitting the file.
CapacityBench helps keep client files moving by chasing missing items, keeping owners updated, and spotting deadline risk before it becomes a scramble.
First AI Employee starts from $2,000/month. Start with one recurring job, prove value, then add more.
What changes
The routine work gets handled. Your team gets the clean handoff.
This page is the simple version: what comes off the team's plate, what they get back, and where people still make the calls that matter.
- Complete file checklist
- Client reminders
- Owner summary
- Deadline risk alert
- Accepting imperfect documents
- Compliance decisions
- Client conflict
- Deadline exceptions
- Ambiguous or unreadable documents
- Requirements change case by case
- Documents are accepted based on expert judgment only
- No checklist exists
- There is no accountable owner for escalations
Why it is safe to start small
Start with the repeatable work. Keep judgment with people.
The first version is deliberately narrow. It clears routine follow-up, prepares clean summaries, and brings the judgment calls back to the right person.
File completion speedDeadline-risk files reducedManual chasers avoidedMissing-item visibility
First 30 days
A practical start, not a transformation project.
We start with the smallest useful version, prove whether it moves the work, and only expand when the first role is earning its keep.
Build the checklist
Define required documents, acceptable formats, reminder cadence, escalation rules and deadline thresholds.
Start with reviewed reminders
Have the employee identify missing items, draft reminders and update the file status for human review.
Check files and surface blockers
Let the employee check incoming files, update completion percentage and flag risk before deadlines get tight.
Prove file movement
Report file completion speed, missing-document count, owner interruptions and deadline-risk reduction.
Example result
Client file 78% complete. Missing: March bank statement and signed engagement letter. Reminder drafted. Uploaded ID check passed. Risk: VAT deadline in 5 days. Owner summary ready.
- Files completed faster
- Missing documents per file
- Routine reminders stop taking owner time
- Deadline-risk files reduced
- Client onboarding checklist
- Compliance renewal chase
- Weekly ops summary
- Request intake employee
Check this workflow
Send the rough version. We will tell you if this is the right first AI employee.
Use this when the work shows up every week, has a clear owner, and is costing the team time.