SKILL

doc-chaser-lite

Free lite skill — drafts one friendly (level-1) client document-request email for a single tax client from a short brief plus the practice profile. A strict subset of client-doc-chaser (no batch, no escalation levels 2/3), carrying the pack's full guard. Use to try the kit before buying, or as the directory-published funnel skill. Triggers - "client document request email", "chase a client's documents", "free document request writer", "doc-chaser-lite".

Target: Office & team collaboration. Automatically collected · unverified.

Excerpt from the author’s documentation

Extracted from a fixed version of SKILL.md in its original language. This is the author’s documentation; installation, compatibility and runtime results have not been verified by this site.

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Topics in the source

  • doc-chaser-lite (free)
  • Input contract
  • Scope — what the lite skill does and does not do (FR-024)
  • Structure and caps (FR-021 — never self-reported)
  • Output structure
  • FR-082 fallback (directory build with no in-output promotion)
  • Rules

The free lite subset of client-doc-chaser. It drafts exactly one friendly, level-1 document-request email in the firm's own voice, for one client, at professional tone. It drafts only: it never sends, never computes or estimates a figure, never invents a date, and never gives advice. It carries the pack's full guard — the guard is never the paywall. It deliberately does less than the paid skill: no batch runs, no escalation levels 2 or 3, no consequence lines. From ABOUT-ME/profile.md (required): firm/practice name; preparer name + credential; contact block (email + phone — the sign-off renders from it); services offered. Tone is fixed at professional for the lite skill (the warm preset is a full-kit feature — the tone field in the profile is ignored here). Per run — one short client brief (required), from brief-template.md, carrying: client initials or case ID; engagement type; outstanding-document list; the accountant-stated due date. There is no escalation field (every lite email is a friendly level-1 nudge) and no consequence line. Drafts exactly one level-1 (friendly) request email, for one client, per run. No batch runs (one brief per run — never a set of pending-requests row

This is an excerpt. Refer to the complete source and its current requirements.

Source repository
davila7/claude-code-templates
Source file
cli-tool/components/skills/productivity/doc-chaser-lite/SKILL.md
Fixed revision
21be197f100a12b8d0dd9a211cc244c8179f84d3
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Author: davila7/claude-code-templates · original repository metadata. Documentation review: Not reviewed. Last source check: 2026-11-09T15:01:39.666Z.

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