Workflows & Enterprise Tools

Client Collaboration Portal

Generate professional client-ready status reports, matter briefings, and communications with consistent formatting and appropriate detail levels.

Time Saved

50-70% reduction in client communication prep

Accuracy

Professional, consistent communications

The Problem

✗Clients requesting constant updates
✗Information scattered across channels
✗Difficulty demonstrating value
✗Time spent on status communications
✗Limited self-service options

How Claude Helps

Generates client-appropriate summaries, produces status update reports, creates matter briefings, drafts client communications, and maintains communication consistency.

Step-by-Step Workflow

Establish communication cadence

Define the reporting schedule and frequency with each client.

Define report templates

Create standardized templates for different communication purposes.

Generate updates

Produce status reports from matter information and recent developments.

Customize for client

Adjust tone, detail level, and content for the specific audience.

Deliver through preferred channel

Send the report via the client's preferred communication method.

Track communications

Maintain records of all client communications for the matter file.

Example Prompt

Generate a monthly client status report for the Acme Corporation legal matters:

MATTERS TO INCLUDE:
1. Software License Dispute - Litigation
2. Vendor Contract Negotiations - 3 contracts in progress
3. Employment Matter - Investigation ongoing
4. Real Estate Lease - Renewal negotiation

FOR EACH MATTER:
- Current status (2-3 sentences)
- Key developments this month
- Action items and responsible party
- Next milestones with dates
- Budget update (spend vs. estimate)

REPORT FORMAT:
- Executive summary (half page)
- Matter-by-matter updates
- Upcoming dates and deadlines
- Recommended actions

CLIENT CONTEXT:
- Report goes to General Counsel and CFO
- Keep language business-appropriate (minimize legalese)
- Highlight cost-saving measures where applicable
- Flag any decisions needed from client

Make the report professional and suitable for forwarding to client's leadership.