Use case
Client document reminders
Request recurring client documents without forcing clients to join another platform.
Free forever for small teams. No credit card required. Recipients do not need accounts.
The problem
Client document collection dies in email threads. Firms resend the same request, lose track of who replied and still lack a clean completion record.
Workflow details
- Recommended schedule
- Monthly or weekly depending on the document pack cadence
- Typical recipients
- External clients or suppliers who must upload or confirm documents
- Common failure mode
- Requests live in long email chains, attachments are hard to find and incomplete clients are rediscovered late
- How follow-up works
- Only incomplete clients stay outstanding and receive follow-up reminders
- What managers can track
- Which clients completed, which attachments arrived and who still needs a chase
- Comments and evidence
- Core to this workflow. Clients attach PDFs or images on the completion page
- Approval
- Optional. Enable when staff must review uploads before the request is closed
How the workflow works
Step 1
Schedule the client request
Create a recurring nudge for the documents you need on a weekly or monthly cycle.
Step 2
Clients complete via secure link
Clients open the email link, attach files and submit without creating an account.
Step 3
Follow up incomplete clients only
Automatic reminders and outstanding lists replace manual chasing across the client book.
Relevant capabilities
- Account-free client completion
- Attachment uploads
- Branded completion pages on eligible plans
- Automatic follow-ups
- Per-company unsubscribe for recipients
Monthly client pack request
An advisory firm requests bank statements each month. Clients upload PDFs through the completion page. Staff only chase clients still marked outstanding.
Frequently asked questions
Related pages
- Account-free task completion
- Comments and task evidence
- Branded completion pages
- Finance and administration reminders
- Monthly business task reminders
- Client document request
Ready to stop chasing recurring work?
Create your first nudge and let Nudgely handle the reminders and outstanding tracking.