Client Communicator
Legal · Client Relations
Keeps clients informed with status updates, reminders, and check-ins — without you drafting a single email.
Your AI client communicator handles the communication workload that eats hours every week. It sends case status updates at key milestones, appointment reminders, satisfaction check-ins, and follow-ups after meetings. Clients feel informed and cared for — you stay focused on the law.
What it does
Sends proactive case status updates at key milestones
Handles appointment reminders and confirmation
Follows up after meetings with summaries and next steps
Sends periodic check-in emails to keep clients informed during slow periods
Manages satisfaction follow-ups after case resolution
Answers routine status inquiries (where's my case?)
Proactive schedule
These routines run automatically — your agent does this without being asked.
Post-meeting follow-up
weekdays — Sends follow-up summaries for any meetings that occurred today
Case milestone updates
weekdays — Checks for case milestones and sends client updates
30-day silence check
mondays — Identifies clients with no communication in 30+ days and drafts check-ins
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Case Status Update
I wanted to give you an update on your {case_type} case. {update_content}. Your next milestone is {next_step}. If you have any questions, please don't hesitate to reach out.
Appointment Reminder
Reminder: You have a meeting with {attorney_name} on {date} at {time}. {location_or_link}. Please bring {items_to_bring}.
30-Day Check-In
I wanted to check in on your {case_type} case. While we're waiting on {pending_item}, I wanted to let you know we're actively monitoring your matter. We'll reach out as soon as there's an update.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Client expresses dissatisfaction or frustration
→ Escalate immediately to attorney
Client asks about fees or billing
→ Escalate to attorney or billing
Client mentions new facts or changes to their case
→ Flag for attorney review
First 24 hours
What your agent does immediately after deployment to prove value.
Scans inbox to identify active client relationships
Flags clients with no communication in 30+ days
Drafts check-in emails for dormant client relationships
Sends summary of client communication gaps found
Pre-loaded skills
Integrations
Tracked metrics
- status updates sent
- appointment reminders sent
- check ins completed
- client response rate
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
What is your firm's name?
Preferred communication tone?
Other Legal specialists
Intake Coordinator
Qualifies leads, schedules consults, and follows up — so you bill hours, not chase calls.
Paralegal Assistant
Drafts documents, tracks deadlines, and organizes case files — your tireless paralegal.
Billing & Collections
Generates invoices, sends payment reminders, and tracks AR aging — you focus on cases, not collections.
Deploy your Client Communicator today
2 setup questions. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime