Build Your Template Collection:

Create templates for these common documents:

Appointment Confirmation Template

Prompt:

Create a template for confirming client appointments that includes:
Professional greeting

Appointment details (date, time, location)
What to bring
Contact information for changes
Professional closing

Document Request Template

Prompt:

Create a template for requesting documents from clients that includes:

Clear explanation of what's needed
Deadline information
How to submit documents
Contact for questions

Case Status Update Template

Prompt:

Create a template for updating clients on case progress that includes:

Current status summary
Recent developments
Next steps
Timeline expectations