Manage Client Communication Template

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Effective and timely communication is crucial in the field of family law. This template helps family law lawyers and mediators track and manage all client communications using Priority Matrix. By ensuring all inquiries are addressed promptly, you can enhance client satisfaction and ensure no concern goes unaddressed.

Follow this step-by-step guide to set up a communication tracking system, conduct regular updates, manage client inquiries, and more. This structured approach will help maintain a high standard of client service in your practice.

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Manage Client Communication for Priority Matrix

Manage Client Communication in Priority Matrix

Streamline client communication in family law with a systematic approach.

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Proposed Tasks

Critical Communication

  • Emergency Client Communication
    ☐ Identify emergency ☐ Prepare communication ☐ Send communication
  • Initial Client Consultation
    ☐ Prepare for the consultation ☐ Conduct the consultation ☐ Record and file consultation details
  • Respond to Client Inquiries
    ☐ Receive inquiry ☐ Research response ☐ Send response
  • Setup a Communication Tracking System
    ☐ Choose a suitable client communication platform ☐ Configure the platform to suit our needs ☐ Train legal team to use the platform

Routine Communication

  • Client Communication Reports
    ☐ Prepare report ☐ Present report to team ☐ File report
  • Regular Client Updates
    ☐ Prepare updates ☐ Send updates ☐ Record sent updates

Follow-Ups

  • Follow-up on Pending Issues
    ☐ Identify pending issues ☐ Research solutions ☐ Communicate solutions

Miscellaneous Tasks

  • Client File Audits
    ☐ Choose files for audit ☐ Conduct audit ☐ File audit report
  • Client Retention Strategies
    ☐ Develop strategies ☐ Implement strategies ☐ Monitor effectiveness
  • Client Satisfaction Surveys
    ☐ Prepare survey ☐ Send survey ☐ Analyze survey results