Client Meeting and Consultation Tracker Template

More legal templates

Ensure you never miss a client meeting or consultation with this comprehensive tracking template. Designed specifically for personal injury attorneys, this template helps you schedule and monitor all upcoming client interactions, ensuring that each case receives the necessary attention.

With detailed tasks and subtasks for reviewing case details, preparing agendas, and setting reminders, this template is essential for maintaining organized and efficient client communication.

Get this template on priority matrix

Client Meeting and Consultation Tracker for Priority Matrix

Client Meeting and Consultation Tracker in Priority Matrix

Keep track of client meetings and consultations to ensure no client is overlooked.

You can start using Client Meeting and Consultation Tracker or other Legal Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Upcoming Meetings

  • Client Meeting 1 due in 1 day
    ☐ Review case details ☐ Prepare meeting agenda ☐ Set meeting reminders
  • Client Meeting 2 due in 1 week
    ☐ Review case details ☐ Prepare meeting agenda ☐ Set meeting reminders
  • Client Meeting 3 due in 2 weeks
    ☐ Review case details ☐ Prepare meeting agenda ☐ Set meeting reminders
  • Client Meeting 4 due in 1 month
    ☐ Review case details ☐ Prepare meeting agenda ☐ Set meeting reminders
  • Client Meeting 5 due in 2 months
    ☐ Review case details ☐ Prepare meeting agenda ☐ Set meeting reminders

Future Consultations

  • Client Consultation 1 due in 2 weeks
    ☐ Review potential case ☐ Prepare consultation questionnaire ☐ Set consultation reminders
  • Client Consultation 2 due in 3 weeks
    ☐ Review potential case ☐ Prepare consultation questionnaire ☐ Set consultation reminders
  • Client Consultation 3 due in 1 month
    ☐ Review potential case ☐ Prepare consultation questionnaire ☐ Set consultation reminders
  • Client Consultation 4 due in 1.5 months
    ☐ Review potential case ☐ Prepare consultation questionnaire ☐ Set consultation reminders
  • Client Consultation 5 due in 2.5 months
    ☐ Review potential case ☐ Prepare consultation questionnaire ☐ Set consultation reminders

Meeting Follow-ups

  • Follow-up for Client Meeting 1 due in 2 days
    ☐ Review meeting notes ☐ Prepare follow-up email ☐ Send follow-up email
  • Follow-up for Client Meeting 2 due in 1 week
    ☐ Review meeting notes ☐ Prepare follow-up email ☐ Send follow-up email
  • Follow-up for Client Meeting 3 due in 3 weeks
    ☐ Review meeting notes ☐ Prepare follow-up email ☐ Send follow-up email
  • Follow-up for Client Meeting 4 due in 1.5 months
    ☐ Review meeting notes ☐ Prepare follow-up email ☐ Send follow-up email
  • Follow-up for Client Meeting 5 due in 2 months
    ☐ Review meeting notes ☐ Prepare follow-up email ☐ Send follow-up email

Miscellaneous Tasks

  • Review Case Files due in 3 days
    ☐ Review case files ☐ Update case notes if necessary
  • Update Client Database due in 1 week
    ☐ Update client database with recent meetings and consultations
  • Review Updated Case Files due in 1 month
    ☐ Review updated case files ☐ Update case notes if necessary
  • Update Client Database due in 1.5 months
    ☐ Update client database with recent meetings and consultations
  • Review Case Files due in 2.5 months
    ☐ Review case files ☐ Update case notes if necessary