How much of busy season is chasing documents?
Four inputs from your firm. A per-season hours figure, stated as a share of a full-time hire. No email required.
What you get
4 things that decide this
- 01A seasonal hours figure for chasing client documents, built from your client count and touch counts.
- 02The same figure restated as a share of one full-time hire, which is the number partners act on.
- 03It will not fix your clients. It shows what their missing PDFs cost your staff.
- 04Every input is yours. No firm benchmark is claimed, because chase habits vary wildly.
How it works
The Busy-Season Capacity Calculator takes four inputs: clients, average document-chase touches per client, minutes per touch, and staff hourly cost. Multiply them and the season's chasing becomes a number a partner can weigh against a hire.
Every input is user-entered on purpose. Firms differ too much in client mix and chase discipline for a claimed average to be honest. Your practice management system, or one candid senior, gives you real values in minutes.
The output is one liftable sentence: a firm with your client count spends roughly this many hours a season chasing documents, which is this share of one full-time hire. The talent market being what it is, automation is usually the cheaper side of that comparison. The calculator lets you check rather than assume.
- RequestThe organizer goes out
- ReminderAnd another, and another
- ArrivalWrong year, re-requested
- FiledWork can finally start
Each touch is minutes. Clients multiply them by hundreds.
Document and tax systems we run in production
Size the chase with an engineer
Bring last season's client list. The call is free and the working stays yours.
Questions, answered
01Why are there no preset defaults?+
Because an invented average would flatter some firms and slander others. Your own touch counts are knowable in an afternoon, and the result is only useful if it is yours.
02We use a client portal. Does chasing still count?+
Portals move the documents. People still chase the clients who ignore them. Count the reminders your staff actually send and the calculator stays honest.
03Is anything stored?+
No. No email, no saved data.
