Client Communication Management Template

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Effective communication with clients is crucial in the legal industry. This template helps you manage and prioritize client communication tasks, ensuring no client is left waiting for a response. With tasks organized by urgency and importance, you can stay on top of client emails, meetings, and updates.

Utilize this template to streamline your workflow, enhance client satisfaction, and ensure all communication is timely and well-managed.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Effectively manage and prioritize client communication to ensure timely responses and updates.

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Proposed Tasks

Urgent and Important

  • Reply to Client Emails due today
    ☐ Reply to Mr. Smith's email ☐ Reply to Ms. Johnson's email
  • Update Clients on Case Progress due in 2 days
    ☐ Update Mr. Smith on case progress ☐ Update Ms. Johnson on case progress
  • Schedule Client Meetings due in 2 days
    ☐ Schedule meeting with Ms. Davis ☐ Schedule meeting with Mr. White
  • Follow Up with Clients due in 3 days
    ☐ Follow up with Mr. Smith ☐ Follow up with Ms. Johnson
  • Prepare for Client Meetings due in 3 days
    ☐ Prepare for meeting with Ms. Davis ☐ Prepare for meeting with Mr. White
  • Attend Court Hearings due in 1 week
    ☐ Attend court hearing for Mr. Brown's case ☐ Attend court hearing for Mrs. Green's case

Important but not Urgent

  • Prepare Legal Documents for Client due in 1 week
    ☐ Prepare legal documents for Mr. Brown ☐ Prepare legal documents for Mrs. Green
  • Send Legal Documents to Clients due in 1 week
    ☐ Send legal documents to Mr. Smith ☐ Send legal documents to Ms. Johnson
  • Review Legal Documents due in 2 weeks
    ☐ Review legal documents for Mr. Brown ☐ Review legal documents for Mrs. Green
  • Research for Client Cases due in 3 weeks
    ☐ Research for Mr. Brown's case ☐ Research for Mrs. Green's case