Index / Case & Docket Operations
PB-005

Case Status Client Update

Sends every client a real update on a cadence, so they stop calling to ask.

Before you run this

Client communications are the attorney's responsibility and cannot be delegated to an unsupervised tool. Approval before send is the whole point of this one.

The spec — copy this

Set up a new bot for me that runs weekly. Walk me through connecting my case management system and my messaging platform, then configure it: identify every client who has not received a substantive update inside my cadence, pull what has actually happened on their matter since the last one, and draft an update in plain language that says what happened, what is next, and roughly when — with no legal conclusions, no predictions about outcome or value, and no promises about timing that the file does not support. If nothing has happened, say that honestly rather than manufacturing progress. Route every draft to the responsible attorney for approval before anything sends. Ask me for my cadence by matter type, who approves, and my tone, run it in draft-only mode for two weeks, then save it.
Paste into an assistant that can connect to your systems.
Category
Case & Docket Operations
Connects to
Contributed by
Jacob Malherbe @jacobmalherbeMass Tort Ad Agency
Approval gate
A named human approves before anything sends, files, or publishes.

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