From the AI playbook for solicitors and law firms (admin)

New to AI? You don't need to learn anything first. Follow the steps below: open the tool, paste the prompt, fill in the [brackets], then check the result before you use or send it. See also how to use AI at work, for beginners.

Job 6 of 17ChatGPTGemini

Chase clients for missing documents and ID

Matters stall for weeks waiting for ID and documents, and fee earners waste time chasing. A clear, friendly sequence gets them in faster.

Time: 15 minutesTool cost: you can start with a free AI tool

A free AI chat tool (ChatGPT, Gemini, Copilot or Claude)

Steps

List exactly which documents are missing and why each is needed.
Run the prompt below.
Make sure the message points to your secure upload method, never plain email for ID.
Send, and diary the second reminder in your case management system.
Escalate to a call if there's still nothing.

The exact prompt

Copy, paste, then fill in the [brackets]

Write 2 reminders (under 80 words each) asking a client for: [documents], why they're needed, and how to send them securely via [method].
Do not give legal advice.

✓ Check before you send

Only your secure upload method is mentioned.
There's no legal advice in the message.
The document list is accurate.

UK notes extra

ICO: advice for small organisations.

Last reviewed Oct 2026. Free tools change. If a screen looks different, the steps still apply.Back to top ↑

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See all 17 jobs in the solicitors and law firms (admin) playbook → · AI agent playbooks for solicitors and law firms (admin) →

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