Client Communication Management Template

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Effective client communication is crucial in the legal industry. This template helps you turn client emails into tasks, ensuring every client request is addressed and tracked. By following this step-by-step guide, you can manage client communication more efficiently and maintain strong client relationships.

From setting up email integration to monitoring client satisfaction, this template covers all the necessary tasks to streamline your client communication process.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Ensure no client request or query is missed by turning emails into tasks and tracking all client communication.

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Proposed Tasks

Client Communication

  • Task 1 due in 1 day: Set up Email Integration
    ☐ Connect email with Priority Matrix ☐ Set rules for automatic task creation from emails
  • Task 5 due in 5 days: Send Client Updates
    ☐ Prepare updates ☐ Send updates to clients

Task Assignment

  • Task 2 due in 2 days: Assign Tasks from Email
    ☐ Review emails ☐ Assign tasks to team members
  • Task 7 due in 1 week: Train Team on Email Task System
    ☐ Explain the system ☐ Address any queries
  • Task 10 due in 3 weeks: Set up Regular Review Meetings
    ☐ Schedule meetings ☐ Prepare agenda

Task Follow-up

  • Task 3 due in 3 days: Follow-up on Assigned Tasks
    ☐ Track progress ☐ Send reminders if necessary
  • Task 8 due in 2 weeks: Monitor Client Satisfaction
    ☐ Collect client feedback ☐ Analyze feedback

Task Completion

  • Task 4 due in 4 days: Verify Task Completion
    ☐ Check completed tasks ☐ Ensure client requests have been addressed
  • Task 6 due in 1 week: Review Task Management System
    ☐ Check for any missed tasks ☐ Optimize the system if necessary
  • Task 9 due in 2 weeks: Refine Email Task System
    ☐ Make necessary improvements based on feedback