Agent skill · writing content · davila7
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".
Why this skill is useful
Adds a specific template for drafting client document-request emails that the AI wouldn't reliably generate on its own.
What it needs
About 4k tokens when loaded. Last updated 2026-08-06. 30,138 stars on the source repository.
What this skill does
doc-chaser-lite (free) 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. Input contract 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. Scope — what the lite skill does and does not do (FR-024) 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 rows). No escalation levels 2 or 3, and no consequence lines — a level-1 nudge never states a consequence, and the lite skill never invents one or firms up the tone to imitate a paid level. If the brief asks for a higher escalation level, a batch, an engagement letter, a notice explainer, an onboarding packet, or a deadline pack, the lite skill still delivers the one level-1 email it can and names the full kit for the rest (see the upsell footer). It never half-delivers a paid feature and never fakes one (US6 sc.3). Structure and caps (FR-021 — never self-reported) Subject ≤ 60 characters, naming the firm. Body ≤ 150 words. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills davila7/doc-chaser-lite