Professional Services · Matters

Matter Status Update to Client

Proactively update clients on where their matter stands.

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. 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.
  2. States clearly what stage the matter is in and any next step for the client.
  3. Escalates any client question requiring substantive professional judgment directly to the assigned attorney/consultant.
  4. 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%