Practice Management & Billing

Automated Client Communication

Generate professional client updates from matter information, reducing communication drafting time by 60-75%.

Time Saved

60-75% reduction in communication drafting

Accuracy

Professional, consistent communications

The Problem

✗Client status inquiries consuming time
✗Inconsistent communication cadence
✗Updates drafted from scratch each time
✗Reactive rather than proactive communication
✗Difficulty maintaining multiple client relationships

How Claude Helps

Analyzes matter status, drafts appropriate updates, maintains professional tone, tailors to client audience, and generates various communication types.

Step-by-Step Workflow

Gather matter status

Gather matter status information

Specify communication type

Specify communication type and audience

Generate draft

Generate draft communication

Review and customize

Review and customize for personal touch

Send to client

Track communication cadence

Track communication cadence across clients

Example Prompt

Generate a weekly status update email for the Acme litigation matter:

MATTER STATUS:
- Case: Acme Corp v. Smith, breach of contract
- Phase: Discovery
- Recent activities:
  - Received defendant's document production (reviewed 2,000 docs)
  - Deposed defendant's project manager
  - Filed motion to compel additional discovery
- Upcoming:
  - Expert deadline: March 15
  - Remaining depositions: 2
  - Dispositive motion deadline: April 30

CLIENT CONTACT: Jane Doe, General Counsel
- Prefers concise updates
- Wants to know key developments and next steps
- Budget-conscious, appreciates cost updates

EMAIL SHOULD INCLUDE:
1. Brief summary of current status
2. Key accomplishments this period
3. Upcoming activities and dates
4. Any decisions or input needed from client
5. Budget status (if applicable)

TONE: Professional but personable, acknowledging partnership

Generate email draft ready for review and sending.