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Client Communication & Meeting Management Template
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Ensure no client is left unattended with this comprehensive template designed for immigration lawyers. The 'Client Communication & Meeting Management' project helps you track and schedule client meetings and communications efficiently.
Effective communication is key to a successful immigration case. This template provides a structured approach to managing and scheduling communications, ensuring all clients are well-informed and their cases are handled with the utmost care.
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Client Communication & Meeting Management in Priority Matrix
Manage and schedule client communications and meetings effectively for successful immigration cases.
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Proposed Tasks
Urgent and Important
-
Client Meeting - First Consultation due in 1 day
☐ Prepare case file ☐ Review immigration law relevant to the case ☐ Prepare list of questions -
Email Response to Client Inquiry due in 2 days
☐ Review client's email ☐ Prepare response -
Phone Call to Client for Case Clarification due in 2 days
☐ Review case file ☐ Prepare list of questions -
Email Response to Client's Query due in 2 days
☐ Review client's query ☐ Prepare response -
Send Client a Reminder for Document Submission due in 3 days
☐ Review list of required documents ☐ Prepare reminder -
Phone Call to Client for Follow-up due in 3 days
☐ Review case progress ☐ Prepare follow-up points -
Email Response to Client's Concerns due in 3 days
☐ Review client's concerns ☐ Prepare response -
Phone Call to Client for Case Update due in 1 week
☐ Review case progress ☐ Prepare update -
Email Response to Client's Concerns Post-Trial due in 1 week
☐ Review client's concerns ☐ Prepare response -
Client Meeting - Pre-Trial Consultation due in 2 weeks
☐ Review case file ☐ Prepare strategy ☐ Schedule meeting
Important, Not Urgent
-
Phone Call to Client for Pre-Trial Update due in 1 week
☐ Review case progress ☐ Prepare update -
Client Meeting - Case Progress Update due in 1 week
☐ Review case progress ☐ Prepare update ☐ Schedule meeting -
Phone Call to Client for Post-Trial Follow-up due in 2 weeks
☐ Review trial outcomes ☐ Prepare follow-up points -
Client Meeting - Case Resolution Discussion due in 2 weeks
☐ Review case resolution ☐ Prepare discussion points ☐ Schedule meeting -
Phone Call to Client for Post-Closure Follow-up due in 1 month
☐ Review case closure ☐ Prepare follow-up points -
Client Meeting - Case Review due in 1 month
☐ Review entire case ☐ Prepare review points ☐ Schedule meeting -
Client Meeting - Case Closure due in 1 month
☐ Review case closure ☐ Prepare closure report ☐ Schedule meeting -
Client Meeting - Post-Trial Discussion due in 1 month
☐ Review trial outcomes ☐ Prepare discussion points ☐ Schedule meeting
Urgent, Not Important
-
Email Response to Client Feedback due in 1 week
☐ Review client's feedback ☐ Prepare response -
Email Response to Client's Appreciation due in 1 week
☐ Review client's appreciation ☐ Prepare response