Chase a client for missing documents

Late documents hold up everything else. A short, specific chase gets them in without souring the relationship.

Last reviewed October 14, 2026

Name what is missing

List each document, not just that something is outstanding.

Link it to the filing or deadline it blocks.

Give a clear date you need it by.

Share the upload link or secure email address.

Explain what a document looks like if they are unsure.

Be factual about late filing risks, without threats.

Two or three, spaced out, then a call.

Yes for the final one. Earlier ones can be a template.

It can draft and send reminders from your list. A person handles the final call.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.