Client Communication Tracking Template

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Ensure no client communication details are missed with this comprehensive tracking template. Designed for legal secretaries, this template helps you set up a robust system to monitor all client interactions and follow-ups.

From establishing the communication tracking system to regular maintenance and generating reports, this template covers all essential tasks to streamline your client communication process.

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Client Communication Tracking for Priority Matrix

Client Communication Tracking in Priority Matrix

Keep track of all client communication and follow-ups in your law firm effectively.

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Proposed Tasks

High Impact, Immediate

  • Establish Communication Tracking System
    ☐ Research best practices for tracking client communication ☐ Select appropriate software or tools ☐ Set up and customize the system
  • Train Staff on System Use
    ☐ Create a training guide for the system ☐ Conduct training sessions for all relevant staff ☐ Ensure all staff understand how to use the system effectively

High Impact, Scheduled

  • Client Communication Reports
    ☐ Set up automatic generation of client communication reports ☐ Ensure reports are accurate and comprehensive
  • Implement System Use in Daily Routine
    ☐ Integrate system use into daily workflow ☐ Create a schedule for regular system updates ☐ Monitor system use and effectiveness
  • Input Existing Client Communication
    ☐ Gather all existing client communication data ☐ Input all data into the tracking system ☐ Ensure all data is accurately represented

Low Impact, Immediate

  • Client Follow-up Reminders
    ☐ Set up automatic reminders for client follow-ups ☐ Ensure reminders are timely and effective
  • Client Satisfaction Surveys
    ☐ Design and implement client satisfaction surveys ☐ Use survey results to improve client communication
  • System User Feedback
    ☐ Collect feedback from system users ☐ Use feedback to improve system usability and effectiveness

Low Impact, Scheduled

  • Regular System Maintenance
    ☐ Conduct regular system checks ☐ Update system as needed ☐ Ensure system remains effective and efficient
  • Regular System Updates
    ☐ Update system software regularly ☐ Ensure all updates are compatible with current system