# Multi-Matter Client Consolidated View — Professional Services AI agent | Mihu AI

Professional Services · Matters

# Multi-Matter Client Consolidated View

For clients with multiple active matters, provide a consolidated status view.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Consolidates status across all active matters for a client into a single periodic summary, via the PMS's multi-matter view.

Highlights cross-matter deadline conflicts or dependencies for the relationship partner's attention.

Sends the consolidated update on a cadence appropriate to the client's relationship value/complexity .

Routes any specific matter question to the correctly assigned professional.

## Data sources

Practice management multi-matter client data

## What it targets

Multi-matter clients receiving a consolidated view (of eligible) Target 90%

Client satisfaction with cross-matter visibility Target 4.6/5