Email template to request documents from a legal client
To ask the client for the documents the firm needs, with a target date.
LegalTone: Clear64 words
Dear customer name,
To move forward with your matter, we need you to provide the following documents:
List of documents
You can send them Delivery method. We would appreciate receiving them by date + 7 days.
If you do not have any of these documents or are unsure what we are asking for, just let us know and we will guide you.
Kind regards,
The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.
How to use it in NexoPad
1Add it or copy it
Click “Add to NexoPad” if you have the extension, or “Copy for NexoPad”: it’s copied with its variables.
2Create the snippet
In NexoPad, create a new snippet, paste the text and give it the shortcut /legaldocs.
3Type it anywhere
In Gmail, Zendesk or any website, type /legaldocs and fill in the blanks.