# Matter Status Update to Client — Professional Services AI agent | Mihu AI

Professional Services · Matters

# Matter Status Update to Client

Proactively update clients on where their matter stands.

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

Sends a status update at defined milestones or on a set cadence, using update language pre-approved by the assigned professional, pulled from the PMS.

States clearly what stage the matter is in and any next step for the client.

Escalates any client question requiring substantive professional judgment directly to the assigned attorney/consultant.

Logs all status communications to the matter file in the PMS.

## Data sources

Practice management matter status/milestone data Professional-approved update language

## What it targets

Matters with a status update sent per the defined cadence Target 90%

Client-initiated "any update?" calls Target -45%