Client Communication Management Template

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Effective client communication is crucial in the legal field, where missing a client's message can have serious implications. This template helps attorneys track and manage all client communications, ensuring nothing is missed.

From email tracking and call logs to client meeting notes and feedback collection, this comprehensive guide provides a systematic approach to managing client interactions, improving overall efficiency and client satisfaction.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Track and manage all client communication to ensure no important messages are missed.

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Proposed Tasks

Urgent and Important

  • Email Tracking - Due in 1 day
    ☐ Set up email tracking system ☐ Test the tracking system ☐ Train team members on using the system
  • Call Logs - Due in 3 days
    ☐ Implement a system for logging calls ☐ Ensure all calls are logged

Important, Not Urgent

  • Client Meeting Notes - Due in 1 week
    ☐ Design a standard format for meeting notes ☐ Ensure notes are taken for every meeting
  • Client Database Update - Due in 2 weeks
    ☐ Update client database with latest information ☐ Regularly review and update
  • Client Communication Training - Due in 1 month
    ☐ Organize a training session for team on effective client communication ☐ Follow-up on training

Urgent, Not Important

  • Client Feedback Collection - Due in 6 weeks
    ☐ Set up a client feedback collection system ☐ Analyze feedback
  • Weekly Review of Client Communications - Due in 2 months
    ☐ Review all client communication weekly ☐ Address any issues

Not Urgent, Not Important

  • Client Communication Audit - Due in 3 months
    ☐ Conduct an audit of client communication ☐ Identify areas of improvement
  • Client Satisfaction Survey - Due in 4 months
    ☐ Design a client satisfaction survey ☐ Distribute survey to clients ☐ Analyze survey results
  • Review Communication Tools - Due in 5 months
    ☐ Review effectiveness of communication tools ☐ Consider new tools if necessary