Client document reminders with MyCase and Gmail or Outlook

Use MyCase’s Gmail or Outlook add-on to keep relevant correspondence with the case. Track the missing document and next action separately, so filing an email is not mistaken for completing the request.

Start with MyCase’s email tools

MyCase publishes installation and usage guides for Gmail and Outlook add-ons. Review the guide for your email client and account before changing the filing process. Email filing and a document-request status are separate checks; confirm what your account actually updates.

Make each request specific

Record	Check
Client and matter	Confirm the recipient and case before preparing a message.
Document and person	Name one missing item in language the client recognises.
Due date and owner	Use the firm-approved date and a named reviewer.
Arrival or reply	Pause the reminder and check what remains.
Approved wording	Save the reviewer and approved next step.

Prepare the reminder

Use the downloadable email or text wording, replace every bracket and include the approved upload link. Give the client a way to explain a problem. Do not copy sensitive case details into texts or threaten a consequence the attorney has not approved.

Stop before a stale message goes out

Check the latest thread and arrivals immediately before sending. Pause on a reply, upload, changed deadline or paused matter. If the file is incomplete, update the request before preparing another reminder.

Where Runnrr may help

Runnrr can connect Gmail or Outlook, with the required permissions, to prepare reviewed email drafts. Any action inside MyCase needs a separate check of your version and access. This is not a claim that Runnrr updates MyCase fields or sends messages without approval.

Sources

Vendor documentation checked on 21 October 2026. Feature availability varies by account, plan and region.

This is administrative workflow guidance, not legal advice.

Questions before you start?

Does an email add-on track every missing document?

Do not assume that email filing updates a document checklist. Agree where request status is maintained and verify what your configured tools change.

Can Runnrr prepare a Gmail or Outlook draft?

Yes, with the required connection and draft permissions. The team reviews the result. MyCase actions are scoped separately.

Keep the next step clear.

Client document request email and text templates for law firms Medical records follow-up log for law firms (free)Track medical records requests in Filevine Clio medical records tracking, with or without the PI Add-On Filevine automations: what to automate first in a PI firm Workflows for personal injury firms Connection requirements

Spend less time chasing client documents.

Runnrr sets up the recurring steps in your existing tools. Start with one workflow and agree the checks with your team.

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