Client Communication Management Template

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Effective communication is crucial in the legal industry. This template helps Legal Administrators track all client communications to ensure timely, accurate responses and maintain high client satisfaction.

By implementing this system, law firms can ensure that no client message goes unanswered and that all concerns are addressed promptly, thereby enhancing client relationships and firm reputation.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Track all client communication to ensure timely and accurate responses in your law firm.

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Proposed Tasks

Urgent & Important

  • Regularly Check Email for Client Communication - daily
    ☐ Check email for new client messages ☐ Respond to emails promptly ☐ Log communication in tracking system
  • Design a Client Communication Tracking System - due in 2 weeks
    ☐ Identify necessary components for the system ☐ Sketch out a preliminary design ☐ Consult with IT department for technical feasibility
  • Implement Communication Tracking System - due in 6 weeks
    ☐ Work with IT to install system ☐ Test system for bugs ☐ Make necessary adjustments

Important, Not Urgent

  • Attend Weekly Team Meetings - weekly
    ☐ Discuss any issues with the communication system ☐ Share feedback from clients ☐ Collaborate on solutions
  • Develop a Client Service Level Agreement (SLA) - due in 4 weeks
    ☐ Determine appropriate response times ☐ Clarify client expectations ☐ Create draft of SLA
  • Train Staff on New Communication System - due in 8 weeks
    ☐ Create a training guide ☐ Schedule training sessions ☐ Collect feedback and make adjustments as necessary

Urgent, Not Important

  • Monitor Communication System - ongoing
    ☐ Regularly check system for any issues ☐ Address any problems promptly ☐ Update system as needed
  • Review Client Feedback - ongoing
    ☐ Collect client feedback about communication ☐ Review feedback and identify areas for improvement ☐ Implement changes based on feedback

Not Urgent & Not Important

  • Review and Update Training Materials - every 6 months
    ☐ Review training materials for accuracy ☐ Update materials as needed ☐ Share updated materials with staff
  • Update SLA as Needed - ongoing
    ☐ Review SLA regularly ☐ Make changes based on client needs and feedback ☐ Communicate any changes to clients