Client Communication Tracking Template

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Effective client communication is vital in the legal industry. This template helps attorneys monitor and track all client interactions, ensuring that no important messages are missed. By using this template, attorneys can respond promptly and appropriately to every client message, enhancing client satisfaction and trust.

With tasks designed for urgent and non-urgent communications, meeting preparations, follow-ups, and regular reviews, this template ensures comprehensive management of client communications.

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Client Communication Tracking for Priority Matrix

Client Communication Tracking in Priority Matrix

Ensure clear and timely communication with clients by tracking and managing all client interactions efficiently.

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Proposed Tasks

Urgent Client Communication

  • Check for client messages due at the end of the day
    ☐ Check email ☐ Check voicemails
  • Check for client voicemails due at the end of the day
    ☐ Check voicemails ☐ Prepare responses
  • Check for new client inquiries due at the end of the day
    ☐ Check email ☐ Check voicemails
  • Respond to urgent client messages due in 1 day
    ☐ Check email ☐ Check voicemails ☐ Respond to urgent messages
  • Track client communication in CRM due in 1 day
    ☐ Input client communication into CRM
  • Prepare for client calls due in 2 days
    ☐ Review client files ☐ Prepare call agenda
  • Review and respond to client emails due in 2 days
    ☐ Check email ☐ Respond to emails
  • Prepare for client meetings due in 2 days
    ☐ Review case files ☐ Prepare meeting agenda
  • Prepare for upcoming court dates due in 1 week
    ☐ Review court dates ☐ Prepare necessary documents
  • Prepare for client consultations due in 1 week
    ☐ Review client files ☐ Prepare consultation agenda
  • File court documents due in 2 weeks
    ☐ Prepare documents ☐ File documents with court

Non-Urgent Client Communication

  • Update client communication logs due in 1 day
    ☐ Input new communication into logs
  • Respond to non-urgent client messages due in 3 days
    ☐ Check email ☐ Check voicemails ☐ Respond to non-urgent messages
  • Follow up with clients post-meeting due in 3 days
    ☐ Prepare follow-up messages ☐ Send messages
  • Follow up on previous client conversations due in 1 week
    ☐ Review previous conversations ☐ Prepare follow-up messages
  • Update client case files due in 2 weeks
    ☐ Review case progress ☐ Update case files

Communication Review

  • Review client communication logs due in 2 weeks
    ☐ Review communication logs ☐ Identify any missed messages
  • Monthly communication review due in 1 month
    ☐ Review all client communication ☐ Identify areas for improvement
  • Review client feedback due in 1 month
    ☐ Collect client feedback ☐ Identify areas for improvement
  • Update client communication strategy due in 1 month
    ☐ Review current strategy ☐ Identify areas for improvement ☐ Update strategy