Template overview
Set expectations from the first interaction with professional messaging that reduces client delays.
- Welcome email copy with trust-building messaging
- Portal instruction text referencing magic links
- Reminder and escalation scripts
TEMPLATE
Client Document Request Template (Email + Portal Copy)
Reusable messaging to launch polished document requests for new clients.
Give clients clarity on what to submit, when it is due, and how PaperworkChaser keeps files secure.
Includes email copy, portal instructions, and reminder wording you can adapt in minutes.
How to customise
Swap in your brand tone, legal requirements, and deadline specifics using the provided placeholders.
What you get
- Editable Google Doc & Markdown versions
- Reminder schedules included
- Works for agencies, consultancies, accountants
Ready to automate the process?
PaperworkChaser brings your templates to life with automated reminders, secure uploads, and progress tracking.