Client Communication Tracking Template

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Effective communication with clients is crucial in the legal industry. This template helps you keep track of all client interactions, ensuring that no important detail is overlooked. From selecting and implementing a CRM system to training staff and creating a communication recording policy, this template guides you through every step.

By following this template, you can ensure that all client concerns are addressed promptly and appropriately, enhancing client satisfaction and compliance with legal requirements.

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Client Communication Tracking for Priority Matrix

Client Communication Tracking in Priority Matrix

Track all client communication to ensure no important detail is missed.

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Proposed Tasks

Critical & Immediate

  • Task 1: Choose a CRM system due in 1 week
    ☐ Select a CRM system that allows recording of all client communication ☐ Compare different CRM systems ☐ Finalize a CRM system based on features and pricing
  • Task 2: CRM System Implementation due in 2 weeks
    ☐ Implement the chosen CRM system ☐ Test the system for any bugs
  • Task 3: Training staff on CRM usage due in 3 weeks
    ☐ Organize a training session ☐ Train all the staff members on how to record client communication in the CRM system
  • Task 10: Ensure compliance with legal requirements due in 4 months
    ☐ Ensure the communication recording process complies with all legal requirements

Critical & Not Immediate

  • Task 4: Create a communication recording policy due in 1 month
    ☐ Create a policy on what type of communication needs to be recorded ☐ Share the policy with the team
  • Task 6: Feedback from team on CRM system due in 2 months
    ☐ Collect feedback from team on the usage of CRM system ☐ Make necessary changes based on feedback

Not Critical & Immediate

  • Task 5: Regular check on recorded communications due in 1.5 months
    ☐ Check the recorded communications regularly ☐ Ensure all the important details from the communication are recorded

Not Critical & Not Immediate

  • Task 7: Regular update of CRM system due in 2.5 months
    ☐ Regularly update the CRM system for better features ☐ Ensure all updates are communicated to the team
  • Task 8: Regular training sessions on CRM system due in 3 months
    ☐ Organize regular training sessions on any updates on the CRM system
  • Task 9: Regular review of communication recording policy due in 3.5 months
    ☐ Review the communication recording policy regularly ☐ Make necessary changes based on feedback and experience