doc-chaser-lite

name

doc-chaser-lite

description

Free lite skill — drafts one friendly (level-1) client document-request email for a single tax client from a short brief plus the practice profile. A strict subset of client-doc-chaser (no batch, no escalation levels 2/3), carrying the pack's full guard. Use to try the kit before buying, or as the directory-published funnel skill. Triggers - "client document request email", "chase a client's documents", "free document request writer", "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

FR-082 fallback (directory build with no in-output promotion)

Some directories ban promotional content inside skill output. The variant published to such a directory omits the upsell footer entirely (drop output-structure item 5) and moves the kit mention to the directory listing description and this skill's README. This is a deletion-only change — Tier 3 exempt. The bundle-zip copy always keeps the footer; only a directory build that is contractually barred from in-output promotion drops it.

Rules

• If a required field is missing, ask one clarify round naming exactly what is missing, then wait. Never invent a date, figure, or document, and never fill a gap from memory (never more than one clarify round per generation).
• Apply guard.md as a final self-audit pass before returning output — it is the single source of truth for what this skill may and may not do; this file does not re-derive its rules in its own words. The lite skill carries the guard in full — nothing in it is relaxed because it is free.

See examples/doc-chaser-lite-golden.md in this folder for the worked example (the golden level-1 email plus its footer). This skill ships with the same guard and passes the same adversarial red-team suite as the paid kit before every release — the guard is never the paywall.