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Client follow-up: document request v1.0.0

Use this resource to draft a document request email for a client

New

  • 557 downloads
  • 164 likes
  • 181 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install client-document-request-email

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent produces a first-level email in the firm's tone, from your brief and the firm profile, without inventing dates or amounts. You get a draft to review before sending. This free version does not handle batches or level 2 or 3 reminders.

Mostly picked by

Updated November 2, 2026

Card for the “Client follow-up: document request” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: scope of the free version and writing rules
  • brief-template.md: brief template to fill in
  • profile-template.md: firm profile template

Good fit for

  • You need to chase a client for their year's supporting documents
  • You want to test the format before buying the full version

Not for

    Tags

    • reminder
    • documents
    • client
    • email

    About

    You say

    “Draft the first reminder for Mr. Martin, who has not sent his expense receipts.”

    Card for the “Client follow-up: document request” skill

    Skill published by davila7 under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to draft a document request email for a client
    3. Review and adjust the result

    Content preview

    Files

    • brief-template.md1 KB
    • examples/doc-chaser-lite-golden.md3.5 KB
    • examples/practice-profile-golden.md1.5 KB
    • guard.md16.5 KB
    • LICENSE.txt1.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • profile-template.md1.1 KB
    • PROMPT-ONLY.md21.3 KB
    • README.md2.9 KB
    • SKILL.md5.6 KB

    Origin and licence

    Listed unmodified

    Author
    davila7
    Source
    github.com/davila7/claude-code-templates/tree/f57964ebda91cdfb31755661ecea9395f30020f1/cli-tool/components/skills/productivity/doc-chaser-lite
    Licence
    MIT

    Notice

    « doc-chaser-lite » (davila7, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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