Client Doc Chaser
Stop asking for the same documents three times
Generates document request checklists tailored by practice area, tracks what clients have submitted versus what's outstanding, and sends automated reminder sequences. When they finally send something, it confirms receipt and files it.
INGREDIENTS
PROMPT
Create a skill called "Client Doc Chaser" for a lawyer. Maintain practice-area-specific document request checklists (personal injury, family law, corporate/transactional, immigration, estate planning, real estate). When I open a new matter, generate the appropriate checklist and draft an email to the client listing every document I need with clear descriptions of what to provide. Track which documents have been received vs. outstanding. When a document arrives via email, confirm receipt to the client, check that it matches what was requested (right document type, right time period), and file it to the matter folder. If documents remain outstanding after 7 days, send a friendly reminder. Escalate the tone at 14 and 21 days. Give me a dashboard view of document status across all active matters.
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
- Select the practice area checklist or customize your own
- Provide client contact information
- Send the initial request
- 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