Email template asking a client to organize documents before a meeting
To ask the client to bring their documents and evidence well organized to the next meeting with the firm.
LegalTone: Friendly79 words
Dear name,
This is a reminder of our meeting on Date and time. To make the most of our time, we would appreciate it if you could bring your documents organized as follows:
1. By date, from oldest to most recent.
2. Grouped by topic: Topics or sections.
3. With a copy of each document, always keeping the originals.
If you have related messages, photos or other files, please keep them as they are and Digital files.
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
Click “Add to NexoPad”: it’s saved as a snippet, with its variables.
2Type the shortcut
In Gmail, Zendesk or any website, type /organizedocs.
3Fill in and done
NexoPad asks you for the missing details and fills in the dates for you.