Client Communication Management Template

Client Communication Management in Priority Matrix

Effectively manage and prioritize client communications, appointments, and follow-ups in the legal services industry.

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Proposed Tasks

Immediate Client Communication

• Task 1 due in 1 day: Respond to Client Emails
  ☐ Subtask1: Check inbox for new client emails. ☐ Subtask2: Respond to client emails promptly.
• Task 8 due in 8 days: Respond to Client Calls
  ☐ Subtask1: Answer client calls. ☐ Subtask2: Update client communication log with call details.
• Task 13 due in 13 days: Respond to Urgent Client Communication
  ☐ Subtask1: Prioritize and respond to urgent client communication.
• Task 17 due in 17 days: Respond to Client Queries
  ☐ Subtask1: Respond to client queries promptly.

Scheduled Client Appointments

• Task 2 due in 2 days: Schedule Client Meetings
  ☐ Subtask1: Check client availability. ☐ Subtask2: Schedule meetings in the calendar.
• Task 5 due in 5 days: Prepare for Client Meetings
  ☐ Subtask1: Review client files. ☐ Subtask2: Prepare meeting agendas.
• Task 10 due in 10 days: Confirm Client Appointments
  ☐ Subtask1: Send appointment confirmation to clients.
• Task 14 due in 14 days: Reschedule Client Appointments
  ☐ Subtask1: Check client availability. ☐ Subtask2: Reschedule appointments as necessary.
• Task 18 due in 18 days: Confirm Client Meetings
  ☐ Subtask1: Confirm client meeting times and venue.

Follow-ups and Feedbacks

• Task 3 due in 3 days: Follow up on Client Queries
  ☐ Subtask1: Review client queries. ☐ Subtask2: Follow up with appropriate responses.
• Task 6 due in 6 days: Follow up on Client Meetings
  ☐ Subtask1: Send meeting minutes to clients. ☐ Subtask2: Schedule follow-up meetings if necessary.
• Task 11 due in 11 days: Follow up on Client Feedback
  ☐ Subtask1: Review client feedback. ☐ Subtask2: Respond to feedback and make necessary changes.
• Task 15 due in 15 days: Follow up on Pending Client Responses
  ☐ Subtask1: Review pending client responses. ☐ Subtask2: Follow up as necessary.
• Task 19 due in 19 days: Follow up on Client Appointments
  ☐ Subtask1: Follow up on client appointments for any changes or requirements.

Low Priority / Administrative Tasks

• Task 4 due in 4 days: Update Client Records
  ☐ Subtask1: Review and update client records in the system.
• Task 7 due in 7 days: Maintain Client Communication Log
  ☐ Subtask1: Update client communication log with all recent communications.
• Task 9 due in 9 days: Prepare Client Reports
  ☐ Subtask1: Gather necessary information. ☐ Subtask2: Prepare and send client reports.
• Task 12 due in 12 days: Organize Client Files
  ☐ Subtask1: Organize client files in the system for easy access.
• Task 16 due in 16 days: Update Client Database
  ☐ Subtask1: Update client database with recent information.
• Task 20 due in 20 days: Archive Old Client Files
  ☐ Subtask1: Archive old client files to maintain an organized system.