Doc Chaser Lite

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.
• Every outstanding document named exactly as the brief lists it; the due date verbatim.
• Sign-off rendered from the profile's contact block.
• Do not print a word or character count. These caps are met by construction, not asserted with a self-reported number (counts are checked externally, not by the model).

Output structure

A single draft (the lite skill never batches), in this order:

1. The client-facing email draft.

2. The separator line --- COPY ABOVE THIS LINE ---.

3. Guard note — what the guard checked, masked, or flagged; "nothing flagged" when clean.

4. Review notice, verbatim: "Draft only — review before sending. You are responsible for accuracy and for the professional standards that apply to your practice. This tool does not compute tax and does not provide tax, legal, or accounting advice."

5. One upsell footer line — appended after the review notice, never inside the draft (never above the --- COPY ABOVE THIS LINE --- line), never more than once per generation. One line naming the full kit and the utm_source=lite-footer tracked Gumroad URL:

   Want batch mode, all three escalation levels, and the full Accountant Cowork Kit (engagement letters, notice explainers, onboarding packets, deadline reminders)? Get it at https://moailoops.gumroad.com/l/accountant-cowork-kit?utm_source=lite-footer

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     URL (host + product slug) is confirmed when the listing goes live (T16); if it differs from the
     placeholder above, update this footer, the PROMPT-ONLY.md copy, and the golden example in one
     pass. Keep the footer to a single line, after the separator, never inside the draft. -->