Client Communication Management Template

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Maintain seamless communication with your clients using this comprehensive template designed for legal professionals. This template helps you track all client meetings, calls, and emails, ensuring no crucial conversation is missed.

By using this template, lawyers can set up a client communication database, schedule regular calls, organize meeting notes, and continuously review and update communication records. Improve your client relationships and ensure effective communication throughout your cases.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Ensure effective client communication by tracking meetings, calls, and emails systematically.

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Proposed Tasks

Urgent and Important

  • Review Client Communication Weekly - Due every week
    ☐ Review all client communication weekly for any missed/urgent tasks
  • Update Client Communication Database - Due daily
    ☐ Update database with new client communication daily
  • Schedule Weekly Client Calls - Due in 3 days
    ☐ Identify clients who require weekly calls ☐ Schedule calls and add to calendar
  • Set Up Client Communication Database - Due in 1 week
    ☐ Create a central database to store all client communication records ☐ Assign each client a unique ID for easy tracking

Important but Not Urgent

  • Implement Email Tracking System - Due in 2 weeks
    ☐ Find a suitable email tracking system ☐ Integrate it with the client communication database
  • Create Communication Guidelines - Due in 3 weeks
    ☐ Create guidelines for client communication to ensure consistency and professionalism
  • Train Team on Using the Database - Due in 1 month
    ☐ Train team members on how to use the client communication database effectively
  • Organize Client Meeting Notes - Due in 1 month
    ☐ Collect all meeting notes ☐ Organize notes according to client ID in the database

Urgent but Not Important

  • Implement Client Feedback System - Due in 1 month
    ☐ Implement a system to collect client feedback on communication ☐ Use feedback to improve communication strategies
  • Archive Old Client Communication - Due in 2 months
    ☐ Identify old client communication that can be archived ☐ Archive old communication to keep the database clean and manageable