Guides

How to get documents and files from clients without the chasing, with example emails you can copy.

• How to request files from clients (without the back-and-forth)

  Five ways to request files from clients, from email to upload links to automatic reminders, and how to choose the one that gets everything back fastest.

• How to collect documents from clients faster

  A simple system for collecting documents from clients: one checklist, one link, a clear deadline and automatic reminders. With an example request email.

• How to get clients to send you documents (and stop chasing)

  Why clients don’t send documents, and seven ways to fix it: smaller asks, clearer requests, real deadlines and follow-ups that don’t come from you.

• Best practices for document follow-ups

  How to follow up on missing documents: one checklist, one upload link, the reason why, a steady reminder cadence and automation that stops when files arrive.

• Polite reminder emails to send clients for missing documents

  Three polite reminder emails to send clients for missing documents: a friendly first nudge, a clearer second reminder, and a final reminder. Copy and adapt.