Client Communication Management Template

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Effective client communication is crucial for tax lawyers, ensuring all inquiries are addressed promptly. This template helps you manage communication with clients using Priority Matrix. It includes tasks such as setting up a communication schedule, creating a client information database, and drafting standard templates for common inquiries.

Additionally, the template covers implementing a feedback system, tracking communication effectiveness, and regularly updating communication tools and policies. By following this guide, you can enhance client satisfaction and streamline your communication processes.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Manage client communication efficiently using Priority Matrix to ensure timely and effective responses.

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Proposed Tasks

High Impact, Immediate Attention

  • Set up a client communication schedule - Due in 1 week
    ☐ Identify key clients ☐ Define communication frequency ☐ Set reminders for communication
  • Create a client information database - Due in 2 weeks
    ☐ Gather client contact information ☐ Update client preferences ☐ Regularly update the database
  • Set up a system for urgent client inquiries - Due in 3 weeks
    ☐ Define 'urgent' ☐ Set up a separate channel ☐ Train team on handling urgent inquiries

High Impact, Due Later

  • Draft standard templates for common inquiries - Due in 3 weeks
    ☐ Identify common client inquiries ☐ Draft response templates ☐ Customize templates as per client
  • Establish a system for tracking communication - Due in 4 weeks
    ☐ Research tracking tools ☐ Set up chosen tool ☐ Monitor tool effectiveness
  • Implement a client feedback system - Due in 1 month
    ☐ Choose a feedback tool ☐ Design feedback questions ☐ Set a schedule for feedback collection

Low Impact, Immediate Attention

  • Review communication effectiveness monthly - Due every month
    ☐ Monitor response times ☐ Review client satisfaction scores ☐ Make necessary adjustments
  • Regularly update communication tools - Due every 3 months
    ☐ Monitor new communication tools ☐ Update tools as necessary ☐ Train team on new tools

Low Impact, Due Later

  • Update client communication policy - Due in 6 weeks
    ☐ Review current policy ☐ Identify areas for improvement ☐ Update and circulate new policy
  • Train team on new communication standards - Due in 2 months
    ☐ Develop training materials ☐ Schedule training sessions ☐ Monitor adoption of new standards
  • Conduct client satisfaction surveys - Due every 6 months
    ☐ Design survey ☐ Distribute survey ☐ Analyze survey results