Document collection Articles
Getting complete, readable documents from clients without chasing.
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RFE response document collection: what it is and how to run it in a firm
RFE response document collection for immigration firms: who owes each exhibit, by what date, and how to catch an unreadable scan on day 3, not day 70.
How to collect website content from clients, one page at a time
How to collect website content from clients: turn the sitemap into one request per page, each finishable alone, and track which pages are usable.
Client document request email templates: the full sequence, with SMS versions
Client document request email templates for the first ask, three follow-ups, and the retake reply, each with a 160-character SMS version.
How to get clients to send readable documents instead of blurry phone photos
Clients send blurry phone photos because nobody said what a usable file is. How to get clients to send readable documents, and catch the bad ones on day one.
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RFE response document collection: what it is and how to run it in a firm
RFE response document collection for immigration firms: who owes each exhibit, by what date, and how to catch an unreadable scan on day 3, not day 70.
-
How to collect website content from clients, one page at a time
How to collect website content from clients: turn the sitemap into one request per page, each finishable alone, and track which pages are usable.
-
Client document request email templates: the full sequence, with SMS versions
Client document request email templates for the first ask, three follow-ups, and the retake reply, each with a 160-character SMS version.
-
How to get clients to send readable documents instead of blurry phone photos
Clients send blurry phone photos because nobody said what a usable file is. How to get clients to send readable documents, and catch the bad ones on day one.