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The chasing emails, and the list behind them

Part 03 of 8

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Most of those four minutes went on a sentence that was not the ask.

The Framptons owed two things. What Corinne wrote first was neither of them: that the two brokerage statements and the mortgage interest had arrived on the twenty-fourth of January and were in the file. Then the two that had not come. A 1099-INT, named the way the credit union names it on the envelope rather than the way a return names it, and a K-1 from a partnership Alan Frampton owns a ninth of. Then a line saying the return could not be started until both were in. Then one more, about the K-1 only, asking whether it had reached them yet, and if it had not, roughly when they expected it.

Three of the four minutes were not writing. They were the fact that she had last year’s return open on one side of the screen and January’s thread open on the other, so she could see at the same moment what ought to exist and what had actually turned up. That is the whole of why the Framptons were the easy one.

None of what follows is about how to word that message. The craft of it is settled and written down: why a document is late for about six reasons of which forgetting is only one, what a first ask should contain, and what a second attempt has to change in order to be a second attempt at all. That craft has a guide of its own, and Corinne wrote a good first chase because she had read the same things every practitioner has read. What February taught her was the part underneath the wording, which is that a round of chasing is not a writing job at all. It is a reconciliation, performed once per client, and the thing it reconciles against has to be kept somewhere.

Where the four minutes went

Every chase carries three facts, and only one of them is the ask.

What is still outstanding. What has already arrived. And whether the outstanding thing exists yet, which decides whether the message is a chase or a diary entry.

Those three live in three different places. The second is in the mailbox, spread across however many threads a client happened to start, and past one person it is spread across mailboxes too. The first was in the count Corinne had done over the last weekend of January, which by the second of February existed as one spreadsheet on one laptop. The third is in nobody’s records anywhere, and usually the only way to get it is to ask.

So the writing is the last step and the cheapest one. What the four minutes were mostly buying was the assembly of a small, temporary, client-shaped view of the job, held together long enough to write six sentences, and then dismantled.

The eighty-six went out between the second and the eleventh of February. She kept no time sheet on them, but the shape was clear enough by the end of the first evening. The ones where a client had sent everything in one thread, to her, ran to four or five minutes. The ones where deliveries had come in over eleven days in eleven fresh threads, each beginning hi again, ran nearer twenty, because most of that time was spent establishing what she already had. Two of the eighty-six she could not write at all on the day she meant to, because the organizer had gone out over Idris’s signature in January and the deliveries had followed it, and until he answered her she did not know what those two clients had sent.

Call it eleven hours across nine days, which sounds survivable and is, in the way that a cost is survivable when it comes out of the only month that matters. Eleven hours in February is not eleven hours in October. It is eleven hours taken out of the fortnight in which preparation starts, spent by the person whose desk the finished returns come back to.

Ten days of replies

By the fourteenth, sixty-two of the eighty-six had answered something. Almost none of them had answered the question.

Most of what came back were deliveries, and most of the deliveries were partial. Two things asked for, one thing sent, no mention of the other. That is not a client being difficult. It is the ordinary result of working down a request in whatever order the paperwork proves findable, and by the middle of February Corinne could have predicted it for individual clients with reasonable accuracy.

Three replies said some version of we sent that already, and two of them were correct. One had gone to Marguerite in a January thread about something else entirely. The other had been an attachment on a message whose subject line was about a rental property, which is where it had stayed.

Eleven replies contained no document at all and gave a date instead. The partnership expects to issue at the end of March. The brokerage says the consolidated statement is due out on the fifteenth. Those were the most valuable replies in the whole batch, and every one of them felt like nothing when it landed, because a date is not a document and does not read as progress. They were valuable because they took eleven files off the list of things Corinne had to think about and put them onto a calendar, which is the only conversion in this month that reduces work rather than moving it.

Some replies were not about the chase. A chase is a message from the firm, and a message from the firm is an opportunity to ask the thing they have been meaning to ask since June, which is why a document request that also invites a question gets a reply about the question. Those arrived at a rate that surprised her and go where they always go, which is the pile of client questions.

And twenty-four clients said nothing whatever.

Every one of those outcomes changes the list. A partial delivery changes two lines. A date changes one line into a diary entry. A question changes nothing on the list and adds an hour to the week. Silence changes nothing and means four different things.

The list, meanwhile, was a spreadsheet built on one Saturday in January, and by the fourteenth of February it described the first of February. It was not wrong through carelessness. It was wrong because sixty-two clients had written to four mailboxes over ten days while the person holding the spreadsheet was preparing returns. Whose mailbox counts as the record once there is more than one of them is a question a practice has to answer deliberately, and running the firm inbox is where that gets settled. What Corinne had settled was nothing, because in December she had noticed the question and left it.

The morning she nearly asked twice

On the seventeenth she started the second round, and the fourth message she wrote was to a client who had sent four of their six items on the eighth.

She caught it because something in the client’s name felt recently handled, and she went looking before she sent. The four had come in a single reply to a January thread, addressed to Marguerite, who had acknowledged them properly and filed them and had no reason on earth to tell Corinne about a delivery that was going exactly as it should.

The message she had drafted asked for all six.

It is worth sitting with what that message does, because it is not merely wrong. A client who spent a Sunday evening finding four documents opens a note nine days later asking for all six, and what they take from it is either that their evening did not register or that the documents never arrived. Neither of those makes the remaining two come faster. The receipt that prevents it, and why acknowledging a delivery by name is the cheapest chase a practice ever sends, belongs to the guide on document requests and not to this week.

What belongs to this week is the asymmetry she had not seen coming. A first ask cannot be wrong about what already arrived, because nothing has arrived yet. Every ask after the first can be. So the risk in a chasing round is not in the round. It is in the rounds that follow it, it grows with every day and every delivery in between, and it grows fastest in the firm that is busiest, which is the firm least able to check.

Why a second round costs more than a first

The first round’s cost per client is bounded by the size of the request. Six items, a paragraph, four minutes.

The second round’s cost per client is bounded by everything that has happened since, which by the seventeenth was fifteen days of traffic across four mailboxes belonging to people who were all doing their jobs correctly. There is no version of that message that is safe to write quickly. Writing it properly means reading the client’s mail since the second, which takes about as long as reading the client’s mail since the second.

Which is exactly why most second rounds in most practices get written from the list instead. It is faster, and it is faster because it skips the checking, and the checking is the only part that stops it from being wrong.

Corinne wrote her second round from the threads. Thirty-one clients, most of a Sunday, and she moved nine of them to the telephone, on the reasoning that a call settles in ninety seconds what an email settles in four days, and that some of the nine were people whose silence she already understood. Which lever to pull on a third attempt, and why an identical message sent twice is a message sent once, is the other half of the document request guide, and none of it changes because it is February.

What does change in February is the date. When to ask again is arithmetic rather than manners: the filing deadline, minus whatever your own side still has to do after the thing lands, minus the queue already on the desks. That sum returns a much earlier answer in the third week of February than the same sum returns in July, and inbox zero during busy season sets out why. Corinne’s answer, for the eighty-six, was nine days for the first round and seven for the second, and it was going to keep shortening, because the deadline is the only term in that sum that moves on its own.

The part that had stopped needing her

Some of February was cheaper than it would have been, and it is worth being exact about which parts, because the parts that did not get cheaper are the point of this chapter.

Point had been reading her mailbox since the first week of December. By February there were four ordinary things it did that a chasing month rewards. Mail arrives ranked on what it costs to leave rather than on when it was sent, so a client with a date against them does not sit underneath a software renewal, and the weighing behind that has a guide of its own. Every thread carries a line saying what is in it before she opens it, which on a thread carrying documents is nearly the whole question, since all she wants to know is whether something came and whether it was what she asked for. Attachments come out of the threads that carried them and gather into one dated list against a client’s name, with the message each of them rode in on still attached. And the acknowledgements go out drafted in her own words, so a receipt naming what has just landed is an edit rather than a composition, which is why she raised that one action to run without her back in January.

Then a fifth, which is the one that matters most in a month like this. A request she sends is held as something she is owed rather than filed into sent items, and it comes back to her on the date she set rather than the day it occurs to her. When the answer arrives, the follow-up stands down: Point marks it as looking finished, with the reason in plain sight, and waits for her to agree. That is the seventeenth of February, handled before she opens the draft. It is also the only reason an automatic reminder is safe to point at a client at all, because a reminder that does not know what already arrived is worse than no reminder.

The dial is not one switch. Each type of action gets its own place on it, and review is where they all begin, so a thing gets readied and then held until she looks at it. Corinne raised the acknowledgements and left the rest where it was. She did not raise anything that names a consequence to a client, and she is not going to. Nothing had to move for any of it, since Point sits on the mailbox the practice already had, and the full list of what it does is on benefits.

Now the honest part.

The follow-up stands down when the answer arrives in her mailbox. Two of the eighty-six were requests that went out over Idris’s signature, into Idris’s threads, and those are Idris’s open loops in Idris’s account. Nothing in Corinne’s mailbox is waiting on them, because nothing in Corinne’s mailbox ever asked.

And underneath that, the larger boundary, which no amount of good mail handling moves. Point knows what it has seen. It does not know that the Framptons owe two things and the Ashbrooks owed four, because that number was never in an email. It came out of last year’s return and a short conversation about what changed during the year, and it lives wherever the firm decided to put it, which in this firm was a spreadsheet. The copying step between a message and a list is the step that fails first, and email task management is about removing it for the obligations that arrive as sentences in other people’s mail. A register of what each client owes you is not one of those. It is built before anybody writes to you at all, and a mailbox is the wrong shape to hold it.

So February split cleanly in two. The arriving half had got cheaper in January and stayed cheaper through February. The other half, the one that says what ought to have arrived and has not, cost exactly what it had always cost, and it all came out of one person.

The only copy of the list

Idris caught her by the printer on the twenty-third and asked whether Vardy still owed the mileage log.

She said yes, and the van insurance, and that the mileage was likely to come as a photograph of a notebook. She was right about all three. It took her about six seconds and she thought nothing of it until she was halfway back to her desk.

Marguerite had asked her something of the same shape on the Friday. Idris asked again on the Monday, about a different client. None of them were being lazy. They were asking the only person in the building who could answer, and the reason she could answer is that she had spent a weekend in January building the list and eleven hours in February keeping it, and both of those had happened inside her own head and one spreadsheet.

By the first of March the practice had a register of what four hundred clients still owed it. The register was Corinne. She had eleven returns of her own waiting on the desk behind her, and the business engagements had not started yet.

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