Client Communication and Task Conversion Project Template

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Effective client communication is crucial in the law and mediation industry. This template helps you keep track of all client interactions and convert emails into actionable tasks using Priority Matrix. Ensure no communication is missed or forgotten.

Follow the step-by-step guide to set up your Priority Matrix account, configure email integration, create rules for email-to-task conversion, and train your staff. Regular reviews and client feedback will help you continuously improve your process.

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Client Communication and Task Conversion Project for Priority Matrix

Client Communication and Task Conversion Project in Priority Matrix

Track client communication and convert emails into actionable tasks using Priority Matrix.

You can start using Client Communication and Task Conversion Project or other Law-And-Mediation Project Templates with Priority Matrix in just a few steps:

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  2. Start adding your items to the matrix
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Proposed Tasks

Urgent and Important

  • Setup Priority Matrix Account due in 1 day
    ☐ Choose plan ☐ Register ☐ Setup account
  • Configure Email Integration due in 2 days
    ☐ Setup email account ☐ Configure settings
  • Import Existing Clients due in 1 week
    ☐ Prepare client list ☐ Import into Priority Matrix
  • Train Staff on Priority Matrix due in 3 weeks
    ☐ Schedule training ☐ Prepare materials ☐ Conduct training

Important, Not Urgent

  • Create Email-to-Task Rules due in 3 days
    ☐ Identify common email types ☐ Create rules
  • Test Email-to-Task Conversion due in 1 week
    ☐ Send test emails ☐ Check task creation ☐ Adjust rules if necessary
  • Setup Client Communication Tracking due in 1 week
    ☐ Configure settings ☐ Create tracking categories
  • Test Client Communication Tracking due in 2 weeks
    ☐ Make test calls/emails ☐ Check tracking

Urgent, Not Important

  • Client Feedback Collection due in 1 month
    ☐ Prepare feedback form ☐ Send to clients
  • Review and Adjust Process due in 1 month
    ☐ Review effectiveness ☐ Make necessary adjustments
  • Evaluate Client Feedback due in 1 month
    ☐ Analyze feedback ☐ Identify areas of improvement

Neither Urgent nor Important

  • Implement Feedback Improvements due in 2 months
    ☐ Plan improvements ☐ Implement improvements
  • Routine Maintenance due in 2 months
    ☐ Check system health ☐ Fix any issues
  • Quarterly Review due in 3 months
    ☐ Review performance ☐ Make necessary adjustments
  • Yearly Review due in 1 year
    ☐ Review annual performance ☐ Plan for next year