Chaser for services teams
Keep client delivery organized in Slack.
Give client requests, internal handoffs, and recurring service work an owner and a deadline. Chaser tracks the tasks in Slack and follows up with the people responsible.
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Make the next step clear as work changes hands.
Delivering a service often involves several people: the person who scoped the work, the specialist doing it, and the account manager keeping the client informed. Track their commitments where they already discuss the work.
- New client handoffs. Turn the agreed next steps into tasks: review the scope, gather the required documents, and schedule the kickoff. Each task has its own owner and date.
- Repeatable delivery. Save a checklist for the preparation, review, and handover steps you run for every engagement. Reuse it with due dates based on the new project’s start or delivery date.
- Requests during the project. Capture a revision or document request from its Slack message. Keep the discussion attached so the assignee can see what was asked and clarify the details.
Follow up on the work that holds up delivery.
A colleague needs to review the handover notes before the kickoff. Assign that review in Slack and set its due date. Chaser sends the reminder, and the reviewer can update or complete the task in the thread.
The same approach works for a weekly client update or a monthly account review. Set a recurring task for that responsibility instead of relying on someone to recreate it each time.
How reminders workReview the open work across engagements.
Bring your Chaser tasks from different client channels into one dashboard. See who owns the next step and what is due before you plan the week or prepare a client update.
If you track billable time, teammates can log hours against Chaser tasks in Slack. That keeps the time entry connected to the work it belongs to; your existing billing process can still handle the invoice.
Explore the dashboardQuestions before you try it?
More questions? Read the FAQCan we assign tasks to clients?
Yes, when you work with them in a shared Slack Connect channel. If the client uses email or another channel, assign the follow-up to your internal account owner instead.
Do teammates need separate accounts?
Your team uses its existing Slack accounts. Once Chaser is installed, you can assign work to teammates directly in Slack.
Can Chaser fit alongside our business systems?
Yes. Keep contracts, customer records, and invoices in the systems you already use. Track the requests and handoffs discussed in Slack with Chaser, linking to the relevant record when useful.
Try it on your next client handoff.
Start with the next review or document request your team needs to complete.
Free 14-day trial · No credit card required
