Worksheet

Client document request tracker

Print one tracker per job. Each line covers one requested item, with columns for the month or year covered, date asked, date due, two reminders, call made, date received and who checked it. A box at the top holds the client, the job, the internal cut-off, the external deadline and the partner who takes the escalation call.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why client papers arrive late and how a firm can chase them”, www.gullysystem.com/blog/why-client-papers-arrive-late-and-how-a-firm-can-chase-them