Client Email Conversion to Tasks Template

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Ensure that all client communications are tracked and managed efficiently by converting emails into tasks. This template helps law firms set up systems to prioritize, track, and review client emails, ensuring no important details are missed.

By implementing this template, you can enhance client communication, maintain consistency, and ensure timely responses, leading to improved client satisfaction and better case management.

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Client Email Conversion to Tasks for Priority Matrix

Client Email Conversion to Tasks in Priority Matrix

Turn client emails into actionable tasks to track and manage communications effectively.

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Proposed Tasks

High Impact, Immediate Action

  • Task 3: Implement Email Tracking System
    Implement a system to track all client emails and their corresponding tasks. ☐ Set up tracking system ☐ Test tracking system
  • Task 4: Regular Review of Email Tasks
    Establish a regular review process to ensure all email tasks are being actioned. ☐ Define review frequency and process ☐ Implement review process
  • Task 8: Email Response Time Tracking
    Track response times to client emails to ensure timely communication. ☐ Set up response time tracking ☐ Analyze and improve response times

High Impact, Scheduled Action

  • Task 1: Email Prioritization System Setup
    Set up a system to prioritize emails based on urgency and importance. ☐ Research and select an appropriate tool ☐ Define criteria for email prioritization
  • Task 10: Client Communication Report
    Prepare regular reports on client communication performance. ☐ Design report template ☐ Prepare and distribute reports
  • Task 2: Email-to-Task Conversion Training
    Train team on how to convert emails into tasks using the selected tool. ☐ Prepare training materials ☐ Conduct training sessions
  • Task 5: Client Communication Standards
    Develop standard procedures for client communication to ensure consistency. ☐ Define communication standards ☐ Train team on standards

Low Impact, Immediate Action

  • Task 6: Client Email Archive
    Create a secure archive for all client emails. ☐ Set up archive system ☐ Implement email archiving process
  • Task 9: Client Satisfaction Surveys
    Conduct regular client satisfaction surveys to gauge communication effectiveness. ☐ Design survey ☐ Distribute survey and analyze results

Low Impact, Scheduled Action

  • Task 7: Automated Email Responses
    Set up automated email responses for common client queries. ☐ Identify common queries ☐ Write and set up automated responses