SMITH INNOVATION STUDIO / PRACTICE TOOLKITInformation request and chase planner
Type into this document, then use your browser’s Print → Save as PDF to keep your answers. Your entries are not transmitted or saved automatically.
Use one recurring job. No client names or confidential details are needed. This is a worksheet, not a firm-specific recommendation.
1. Choose one job type and list the information actually required.
2. Give each item a state: requested, received, needs clarification or accepted.
3. Agree who checks completeness and where staff can see the current list.
4. Write one reminder naming only missing items. Define when chasing stops or escalates.
Your small trial
Before you build: Try request lists, portal uploads and reminder settings in software you already use.
Review point: Review recipients and sensitive attachments. A reply arriving does not prove an item is complete.