Client communication and updates

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Case status change detected

   Monitors practice management system for any updates to case status, milestone completion, or court date changes. Captures the case details and updated information automatically.

   ClioPracticePanther
2. 2

   Action

   Retrieve client contact preferences

   Pulls client communication preferences and contact information from the case management system. Identifies preferred communication method (email, phone, portal) and frequency settings.

   ClioPracticePanther
3. 3

   Decision

   Determine update significance level

   Evaluates the type of status change to categorize as urgent, standard, or routine update. Routes communication based on predefined criteria and client preferences.

   ClioPracticePanther
4. 4

   Action

   Generate personalized update message

   Creates customized communication content based on case type, client profile, and update significance. Templates are populated with specific case details and next steps.

   ClioNetDocuments
5. 5

   Action

   Send client notification

   Delivers the update through the client's preferred communication channel. Automatically schedules follow-up reminders if client response is required.

   ClioPracticePanther
6. 6

   Action

   Log communication and billing

   Records the communication in the client file and automatically creates time entries for billable communication activities. Updates client interaction history.

   ClioPracticePanther
7. 7

   Output

   Client update delivery confirmation

   Confirms successful delivery of client communication and provides summary of actions taken. Generates alerts for any failed deliveries requiring manual intervention.

   ClioPracticePanther

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