Professional Services · Matters

Multi-Matter Client Consolidated View

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

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

  1. Consolidates status across all active matters for a client into a single periodic summary, via the PMS's multi-matter view.
  2. Highlights cross-matter deadline conflicts or dependencies for the relationship partner's attention.
  3. Sends the consolidated update on a cadence appropriate to the client's relationship value/complexity.
  4. 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