CLOSECHASE FIELD NOTES
Useful from the first edit.
Three free templates to adapt to your own clients and collection process.
Monthly document request
A simple list with the reporting period, agreed deadline, file location and review status. Replace the example items with your client’s actual requirements.
Download checklist ↓Three considerate follow-ups
An initial request, a gentle reminder and a deadline follow-up. Each template leaves room for the specific outstanding items and a useful next step.
Download reminder drafts ↓Exception handover note
Pass on the item, current evidence, person responsible and next action. Keep the distinction between received and reviewed visible.
Download handover note ↓Downloads are plain text so you can open and edit them in any text editor. Nothing is sent automatically. Do not paste sensitive client data into a public document.