# Document Collector

Help accountants, lenders, attorneys, insurance agents, property managers, and anyone else who can't start until the paperwork arrives get it in sooner, with less of their own time spent asking.

Works for: [Commercial property managers](https://www.generalinput.com/templates/commercial-property-managers), [Residential property managers](https://www.generalinput.com/templates/residential-property-managers), [Law firms](https://www.generalinput.com/templates/law-firms), [Accounting firms](https://www.generalinput.com/templates/accounting-firms), [Wealth management firms](https://www.generalinput.com/templates/wealth-management-firms), [Insurance agencies](https://www.generalinput.com/templates/insurance-agencies), [Mortgage and title companies](https://www.generalinput.com/templates/mortgage-and-title-companies)

## What it handles

- A request list per client with each document, its due date, and whether it has arrived.
- Uploads matched to requests as they arrive, with anything unreadable, incomplete, or from the wrong year flagged.
- Reminder drafts for overdue items, and a weekly summary of what is holding up each client's work.

## What to bring

- Where documents arrive (email, Google Drive, Dropbox, or a form) and your standard request lists.
- Due dates, how often to remind, and who reviews each document.

## What it can set up for you

- **Document Request Method** (skill): Builds a request list for a client or checks a document against it.
- **Document Check-In** (workflow, When a document arrives): Matches each upload to its request and flags anything incomplete or wrong.
- **Weekly Document Chase** (workflow, Every Monday morning): Lists what each client still owes, with reminders drafted for overdue items.

## A fictional example

### You provide

Fictional tax client, Example Family, checked 2026-10-15: W-2 received. 1099-INT from Example Bank missing, due 2026-10-10. Property tax statement received, but for 2024 instead of 2025.

### Illustrative result

# Documents: Example Family

## Missing
- 1099-INT from Example Bank, due 2026-10-10, 5 days late. Reminder drafted.

## Needs a fix
- Property tax statement: received for 2024; 2025 is needed. Request drafted.

## Received
- W-2.

Nothing was sent.

## How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

## Where its job ends

- It drafts requests and checks documents in. It never sends a reminder, files anything with an agency, or moves documents outside your folders.
- It reads documents only to match and check them, never keeps their contents in memory, and never asks for passwords or full account numbers by email.

Use this specialist: https://www.generalinput.com/templates/specialists/document-collector