Client Communication Management Template

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Ensure your client communications are tracked and managed efficiently with this comprehensive template. Designed for Administrative Assistants in the Legal Services industry, this project helps you set up a system to prioritize and respond to client interactions.

From setting up a communication tracking system to regular reviews and response planning, this template covers all essential tasks to keep your client communications organized and timely.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Efficiently track and prioritize client communications to ensure no query is missed.

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Proposed Tasks

Urgent and Important

  • Daily Check of Urgent Communications
    ☐ Check the system for any urgent communications ☐ Respond to them or schedule a response
  • Set up a Communication Tracking System
    ☐ Research suitable communication tracking systems ☐ Choose a system ☐ Implement the system
  • Train on Using the Communication Tracking System
    ☐ Arrange a training session on the system ☐ Attend the training
  • Update Communication Tracking System
    ☐ Update the system with new client communications ☐ Categorize them

Important, Not Urgent

  • Categorize Existing Client Communications
    ☐ Review all existing client communication ☐ Categorize them based on urgency and importance
  • Create a Communication Response Template
    ☐ Design a template for common responses ☐ Get it approved
  • Weekly Review of Important Communications
    ☐ Review all important communications weekly ☐ Plan responses or actions

Urgent, Not Important

  • Check System for Technical Issues
    ☐ Check the system regularly for any technical issues ☐ Report any issues to IT
  • Monthly Review of All Communications
    ☐ Review all communications monthly ☐ Check for any missed or pending communications

Neither Urgent nor Important

  • Archive Old Communications
    ☐ Identify old communications ☐ Move them to archive