# Client Document Vault Upload Reminder — Financial Services AI agent | Mihu AI

Financial Services · Advisory

# Client Document Vault Upload Reminder

Get key estate planning and financial documents uploaded to the secure client vault.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

## How it works

Identifies missing key documents in the client's secure vault based on the firm's planning checklist, via the vault platform.

Sends a request to upload specific missing items with a secure link.

Confirms receipt and notifies the adviser once the vault is more complete.

Never reviews or comments on document content itself — purely a collection and confirmation function.

## Data sources

Document vault platform completeness status Firm planning checklist

## What it targets

Vault completeness for active planning clients Target 70%