Sarah Williams
9:15 AMTo Jamie at Alder Studio
Ccaxe@yourfirm.example
Hi Jamie,
Could you send these over for August close?
- August bank statement for account ending 7740
- Signed loan agreement
- August payroll report
Thanks,
Sarah
CC an AI assistant on
client document requests.
It checks what clients send back, follows up on anything missing or incorrect, and stays in the email thread.
Try it on one client requestA few things for August closeSarah, Jamie & Axe
Jamie Chen
10:42 AMTo Sarah · Cc Axe
Hi Sarah,
Here’s the statement and signed agreement. Let me know if you need anything else.
Jamie
Checking Jamie’s attachments
Loan_Agreement_Signed.pdf Accepted
Statement_7740_Jul2026.pdf Wrong period
Payroll reportRequested for August 2026 Not received
Axe
10:43 AMTo Sarah only
Only your firm
Hi Sarah,
The signed loan agreement is complete. Jamie’s bank statement covers July, and the August payroll report hasn’t arrived.
Shall I ask Jamie for both? I’m thinking:
“Thanks, Jamie. We have the agreement. Could you send the August statement for account ending 7740, plus the August payroll report?”
Anything you’d like me to change before I reply?
Sarah Williams
10:46 AMTo Axe only
Yes, please ask for both by Friday. Thanks!
Axe
10:47 AMTo Jamie · Cc Sarah
Hi Jamie,
Thanks, we have the signed loan agreement. Could you send the August statement for account ending 7740? The attachment covers July.
We also still need the August payroll report. Could you send both over by Friday?
Thank you,
Axe, on behalf of Sarah
All in the same conversation.
Write your request. Add Axe to CC. Send as usual.
Every request, remembered
Every item,
accounted for.
Axe keeps track of each document you ask for and every reply that arrives. You always know what’s in and what’s still outstanding.
August close
Alder Studio3 items requested2 received
- Received
Bank statement
August · Account 7740
- Received
Signed loan agreement
All pages
- Awaiting
Payroll report
August
Your requirement: August 2026, account 7740
Bank statement01
Alder Studio · Account ending 7740
July 1 to July 31, 2026
Opening balance$24,860.00Deposits$18,400.00Withdrawals$12,650.00
Closing balance$30,610.00
Page 1 of 2 · Both pages supplied
!
Right account. Wrong month.
August was requested. The statement itself covers July.
The right documents, down to the details
Received isn’t
the same as ready.
Axe reads the attachments and checks the account, period and completeness against your requirements. A file can arrive and still need correcting.
Guided by you
Your firm’s way
of working.
Tell Axe how to write, when to follow up and when to ask you first. Your instructions shape how it handles each request.
Your instructions, in your words.
- Tone
- “Keep replies warm and brief. Use plain language.”
- Timing
- “Give clients five working days before following up.”
- Escalation
- “Ask me by email before requesting a sensitive document.”
Help shape the early pilot
Try it on one
client request.
Start with one exchange you know well. Your requirements, your client, your way of working.