Client Communication Management Template

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Efficient client communication is crucial in the legal industry. This template helps you stay on top of all client interactions, ensuring that all queries and concerns are addressed promptly and professionally.

Using this template, you can manage incoming emails, schedule calls, prepare meeting agendas, and follow up on client queries. Additionally, it includes tasks for updating client case files, drafting correspondence, and conducting client satisfaction surveys to continuously improve your service.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Manage and prioritize client communication effectively and ensure timely responses.

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Proposed Tasks

Urgent and Important

  • Task 1: Review and Prioritize Incoming Client Emails (due daily)
    Review all incoming client emails, prioritize them based on urgency and importance, and draft responses.☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 4: Follow Up on Client Queries (due daily)
    Follow up on any outstanding client queries and provide necessary information.☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 6: Draft Client Correspondence (due weekly)
    Draft letters, emails, or other forms of correspondence to clients.☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Important but not Urgent

  • Task 2: Schedule Client Calls (due weekly)
    Schedule calls with clients to discuss ongoing cases, updates, and concerns.☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 3: Prepare Client Meeting Agendas (due weekly)
    Prepare agendas for upcoming client meetings, outlining the key points to be discussed.☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 5: Update Client Case Files (due weekly)
    Update client case files with recent communication, progress, and documents.☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 9: Conduct Client Satisfaction Surveys (due quarterly)
    Conduct surveys to gauge client satisfaction and identify areas for improvement.☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Urgent but not Important

  • Task 8: Prepare Client Communication Reports (due monthly)
    Prepare reports outlining client communication activities for the month.☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Neither Urgent nor Important

  • Task 10: Conduct Internal Communication Training (due quarterly)
    Conduct training sessions for the legal team on effective client communication.☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 7: Review and Update Client Contact Information (due monthly)
    Review and update client contact information in the database.☐ Subtask1 ☐ Subtask2 ☐ Subtask3