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Client Communication · Legal
Draft status updates from approved matter notes.
Clients ask for updates that staff must reconstruct.
For: Supervising attorneys and the team responsible for client communication in legal.
01 · The outcome
What good looks like.
The team has an attorney-approved client status draft, with source evidence and an explicit approval before any external action. Track time to send approved matter updates against a baseline; do not assume automation improves it.
A connected workflow that uses approved milestone notes and client communication restrictions to draft a plain-language status message without predictions or legal advice. It produces an attorney-approved client status draft.
Where AI helps, and where a person decides.
AI can draft a plain-language status message without predictions or legal advice. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The supervising attorney verifies the source facts and approves the final action.
Supervising attorney is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Supervising attorney: Capture the source and scope
- Supervising attorney: Review the proposed outcome
- Supervising attorney: Release only the approved version
- Supervising attorney: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: An attorney marks a matter update ready to share. Connect only approved milestone notes and client communication restrictions. The supervising attorney confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to draft a plain-language status message without predictions or legal advice. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check an attorney-approved client status draft against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Supervising attorney has recorded approval or a reason to hold the item.
After explicit approval, save an attorney-approved client status draft in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review time to send approved matter updates each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=legal-client-update
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- LEGAL-CLIENT-UPDATE-DEMO-001
- Trigger
- An attorney marks a matter update ready to share.
- Owner
- Supervising attorney
- Prepared output
- an attorney-approved client status draft
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Time to send approved matter updates
Start with your tools.
Connect Clio, Microsoft 365, Document management system through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- For legal work, preserve privilege and confidentiality, check conflicts before substantive intake, and require a licensed attorney to approve legal advice, filings and engagement terms.
Try this week / no DAVID required
A useful first step.
This week, have your supervising attorney time five examples of this work. Use redacted copies of approved milestone notes and client communication restrictions to make an attorney-approved client status draft manually, then list which fields required judgment.
What to measure.
- Time to send approved matter updates
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
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