It's frustrating having to constantly chase clients for their information.
Clients often send information piecemeal to multiple team members, causing confusion.
Inadequate reporting impeds our ability to monitor client requests effectively.
Missed communications, duplicate requests, and unclear status updates are commonplace.
My workload backs up when clients don’t send the information I need on time.
Clients often use email instead of our client portal, complicating communication.
We don't have a secure, GDPR-compliant method of exchanging client information.