Client Communication and Follow-up Tracking Template

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Effective communication is paramount in the legal industry. This template helps attorneys keep track of all client communications, ensuring timely and responsive interactions. By implementing this system, you can enhance client satisfaction and streamline your communication processes.

Use this template to set up a communication tracking system, develop standardized templates, train your staff, and regularly review and update your processes based on client feedback and evolving needs.

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Client Communication and Follow-up Tracking for Priority Matrix

Client Communication and Follow-up Tracking in Priority Matrix

Manage and track client communication to ensure timely and effective responses.

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Proposed Tasks

Urgent and Important

  • Create a Template for Client Communication - due in 2 days
    ☐ Develop a standard format for client communication ☐ Ensure it includes all necessary details
  • Create a System for Urgent Communications - due in 3 days
    ☐ Identify what constitutes an urgent communication ☐ Develop a system to prioritize these communications
  • Schedule Weekly Review of Communications - due in 3 days
    ☐ Set a recurring event in the calendar ☐ Review all client communications during this time
  • Set up a Communication Tracking System - due in 1 week
    ☐ Research suitable communication tracking systems ☐ Choose a system that fits the needs ☐ Implement the chosen system

Important but Not Urgent

  • Develop a Follow-up Schedule - due in 1 week
    ☐ Identify the optimal time to follow up with clients ☐ Create a standard follow-up schedule
  • Train Staff on Using the Communication Tracking System - due in 2 weeks
    ☐ Organize training sessions ☐ Ensure all staff members understand how to use the system
  • Review Client Feedback on Communication - due in 2 weeks
    ☐ Collect client feedback on communication ☐ Make necessary improvements to the communication process
  • Update Communication Tracking System - due in 1 month
    ☐ Identify any issues with the current system ☐ Make necessary updates to the system

Urgent but Not Important

  • Monitor Communication Efficiency - due in 3 weeks
    ☐ Track the speed and effectiveness of client communication ☐ Identify areas for improvement

Neither Urgent nor Important

  • Regularly Update Communication Template - due in 1 month
    ☐ Review the communication template ☐ Update it based on new client needs or legal requirements