Missing Document Chase

Automatically request, remind, and escalate when clients do not submit required case documents.

Setup:20-60 minutes

Time saved:3-8 hours

Installs:29

Difficulty:easy

Plan: Free

Pain point

Cases stall because clients fail to upload required forms and supporting evidence.

Primary outcome

Faster case progression and fewer stalled files.

How this playbook works

This playbook keeps cases moving by sending document request checklists, reminder messages, overdue nudges, and internal escalation tasks when required paperwork is missing.

ROI note

Cuts repetitive admin follow-up and helps keep matters moving toward completion.

ROI Calculator

Estimate your time and cost savings based on your industry and volume.

Your industry

Weekly task volume

Hours / week

3.0

Hours / year

156

Saved / month

$1,104

Saved / year

$13,260

Based on Legal/Claims average labor rate of $85/hr and 50 tasks/week. Estimates only — actual results vary.

Workflow steps

1
Detect missing documents
trigger
Identify matters waiting on client documents based on case status.
Case management
2
Send document checklist
send_message
Email the client a clear checklist and secure upload link.
Email
3
Wait response window
wait
Pause for the configured grace period before next nudge.
4
Send reminder
send_message
Resend with friendly nudge and re-attach the upload link.
Email
5
Mark overdue
update_record
Flag the matter as overdue on documents and surface it on the case dashboard.
Case management
6
Create internal escalation task
escalate
Assign a case manager to call the client personally.
Task system or CRM