Workspace/Email templates
02First askLight, low-friction
From: {{reviewer_name}} at {{firm_name}} <{{reviewer_email}}>
To: {{client_email}}
Subject: Quick favor — doc_name?

Hi client_first_name,

Hope the week is going well. Quick one — to wrap up your month close, I'm just waiting on one thing:

One document
doc_name
doc_detail

Fastest way is to drop it into your secure upload page — no login, takes about 30 seconds:

Upload doc_name →

If you'd rather just reply with the PDF attached, that works too.

Thanks!

reviewer_name

reviewer_name · firm_name
reviewer_email
Sent through reviewer_name's connected mailbox · Replies land in the firm's inbox