Client Communication Management Template

More legal templates

Efficient and regular communication is crucial for maintaining client satisfaction in the legal industry. This template helps abogados track all client communications, set reminders for follow-ups, and ensure that all client needs are addressed promptly.

By using this template, you can enhance your client relationships, streamline communication processes, and ensure that no client interaction goes unnoticed.

Get this template on priority matrix

Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Manage and track all client communications to ensure prompt follow-ups and improve client satisfaction.

You can start using Client Communication Management or other Legal Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent & Important

  • Ensure all client concerns are addressed
    ☐ Take necessary action to address client concerns
  • Ensure all client queries are answered promptly
    ☐ Respond to all client queries within 24 hours
  • Handle urgent client communications promptly
    ☐ Respond to urgent communications immediately
  • Maintain confidentiality of client communications
    ☐ Ensure all communications are kept confidential
  • Maintain regular communication with all clients
    ☐ Ensure all clients are contacted regularly
  • Monitor system for reminders
    ☐ Check system daily for reminders ☐ Take action on reminders
  • Set reminders for upcoming client follow-ups
    ☐ Identify upcoming follow-ups ☐ Set reminders in system
  • Set up client communication tracking system
    ☐ Decide on a tracking system ☐ Acquire necessary tools ☐ Implement the system
  • Train on using the tracking system
    ☐ Set up training sessions ☐ Attend training

Important, Not Urgent

  • Adjust communication strategies based on review
    ☐ Implement changes to communication strategies
  • Continually improve client communication processes
    ☐ Keep up with latest best practices for client communication ☐ Implement improvements to processes
  • Incorporate client feedback into communication strategies
    ☐ Make changes to strategies based on feedback
  • Input existing client communication data
    ☐ Collect existing data ☐ Input data into system
  • Review client communication effectiveness monthly
    ☐ Analyze communication data ☐ Identify areas for improvement

Urgent, Not Important

  • Document all client communications
    ☐ Ensure all communications are documented in system
  • Regularly update client contact information
    ☐ Ensure contact information in system is current
  • Update client communication data regularly
    ☐ Update system after each client communication

Neither Urgent Nor Important

  • Ensure client satisfaction with communication
    ☐ Regularly check in with clients about communication satisfaction
  • Get client feedback on communication
    ☐ Send out feedback requests to clients ☐ Collect and analyze feedback
  • Keep track of client communication preferences
    ☐ Document and respect client's preferred communication methods