# Client Follow-Up Kit — five editable reminders
Free starter templates from Prime24AI. Replace every bracketed field before sending. Use your firm's approved secure upload portal, not email attachments. Ask only for items your firm actually needs. Confirm receipt separately from approval.

## 1. First request
Subject: [Period] document checklist

Hi [First name],

To prepare [period]'s bookkeeping, please provide:
- [Document or answer]
- [Document or answer]

Please upload the documents through [existing secure portal] by [agreed date]. If an item does not apply, reply with its name so we can update the checklist.

Thank you,
[Sender]

## 2. Reminder
Subject: Two items still open for [period]

Hi [First name],

We have received [received items]. These items are still open:
- [Missing item]
- [Missing item]

Please use [existing secure portal] by [agreed date]. If you already uploaded either item, let me know where it was saved.

Thank you,
[Sender]

## 3. Past-due follow-up
Subject: Next step for [period]'s missing documents

Hi [First name],

We are still waiting on [items], which we requested by [date].

When can you provide them through [existing secure portal]? If something is unavailable, let me know so we can agree on the next step.

Thank you,
[Sender]

## 4. Correction request
Subject: A replacement needed for [document]

Hi [First name],

The [document] we received covers [received period]. For this checklist, we need [required period or precise correction].

Please upload the replacement through [existing secure portal]. The other items already marked received do not need to be resent.

Thank you,
[Sender]

## 5. Receipt confirmation
Subject: Document checklist complete

Hi [First name],

Thank you. All items on the [period] checklist are marked received. We will review them and let you know if anything else is needed.

This confirms receipt; it does not confirm completion of the bookkeeping.

[Sender]

## Repeatable routine
1. Duplicate last month's blank checklist; check the current period and agreed dates.
2. Remove requests that do not apply. Use aliases in the browser tool.
3. Send the first request through your normal account after reviewing it.
4. Review the portal before each reminder. Mark arrived items Received; record specific corrections in the item label.
5. Prepare and review the next draft. Record when you actually sent it in your firm's existing work log.
6. When all items arrive, send receipt confirmation. Bookkeeping review and approval remain separate.
7. Download the updated CSV and JSON backup to your firm's approved folder. This tool has no cloud sync.

## Free use
You may use and adapt these templates and the tool for your own firm's workflows. Do not imply endorsement by Prime24AI. The $149 offer covers tailoring and setup, not exclusive access to these starter materials.