Client Document Collection Auto-Reminder

How It Works

Every case needs documents from the client — tax returns, financial statements,

medical records, corporate documents. Clients forget, send wrong versions, or

go silent. This skill handles the chasing so you don't have to.

What You Get

• Practice-area-specific document request checklists (PI, family law, corporate, immigration, etc.)
• Automated request email to client with checklist and instructions
• Tracking dashboard: received vs. outstanding items
• Automated reminder sequences (7/14/21 days)
• Receipt confirmation emails to clients when documents arrive
• Auto-filing of received documents to matter folders
• Completeness verification (right document, right period, all pages)

Setup Steps

1. Select the practice area checklist or customize your own
2. Provide client contact information
3. Send the initial request
4. The skill tracks, reminds, confirms, and files automatically

Tips

• The practice-area checklists are comprehensive — remove items you don't need rather than building from scratch
• Reminder emails are friendly but persistent — escalate tone at each interval
• The completeness check catches "they sent 2023 tax returns but you asked for 2022"
• Client satisfaction improves when they get instant confirmation that you received their documents