Client Communication Management Template

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Manage your client communications effectively with this template designed for estate planning lawyers. By converting emails into tasks, you can ensure no client request or query is overlooked, enhancing your service delivery and client satisfaction.

This template guides you through setting up an email management system, developing a process for email-to-task conversion, training your staff, prioritizing emails, and gathering feedback for continuous improvement.

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Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Ensure timely responses to client requests and queries by turning emails into manageable tasks.

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Proposed Tasks

Urgent and Important

  • Email Management System Setup due in 1 week
    ☐ Choose an email management system ☐ Set up the system ☐ Integrate the system with existing email accounts
  • Email to Task Conversion Process due in 2 weeks
    ☐ Develop a process to convert emails into tasks ☐ Test the process ☐ Implement the process

Important, Not Urgent

  • Training Staff due in 3 weeks
    ☐ Prepare a training module ☐ Conduct training sessions ☐ Address queries and concerns
  • Email Prioritization due in 1 month
    ☐ Develop a system for prioritizing emails ☐ Implement the system ☐ Train staff on using the system

Urgent, Not Important

  • Regular Review and Adjustment due in 2 months
    ☐ Monitor the effectiveness of the system ☐ Make necessary adjustments ☐ Conduct regular reviews
  • Client Feedback Collection due in 3 months
    ☐ Develop a system for collecting client feedback ☐ Implement the system ☐ Analyze the feedback

Not Urgent, Not Important

  • System Upgrade due in 4 months
    ☐ Identify areas for system upgrade ☐ Implement the upgrades ☐ Test the upgraded system
  • Staff Feedback Collection due in 5 months
    ☐ Develop a system for collecting staff feedback ☐ Implement the system ☐ Analyze the feedback