Free Law Firm Communication Checklist Template

Law Firm Communication Checklist

This checklist ensures all client communications are handled with the highest level of professionalism and consistency at [Your Company Name]. It is designed to guide attorneys and support staff through various stages of client interaction, emphasizing efficient, effective, and thorough communication.

Number	Task Description	Responsible Party	Completed (Y/N)
1.	Acknowledge receipt of new client inquiries.	Reception/Intake Team	Yes No
2.	Perform initial conflict of interest check.	Legal Assistant	Yes No
3.	Schedule an initial consultation with the client.	Paralegal	Yes No
4.	Send pre-consultation information packet.	Paralegal	Yes No
5.	Confirm consultation date 24 hours in advance.	Reception/Intake Team	Yes No
6.	Provide consultation summary and next steps.	Attorney	Yes No
7.	Send engagement letter/retainer agreement.	Attorney	Yes No
8.	Confirm client receipt of an engagement letter.	Reception/Intake Team	Yes No
9.	Introduce the client to their case management team.	Case Manager	Yes No
10.	Provide the client with login details to the client portal.	Case Manager	Yes No
11.	Send bi-weekly/monthly case updates.	Attorney/Case Manager	Yes No
12.	Request necessary documents from the client.	Paralegal	Yes No
13.	Send reminders for upcoming deadlines.	Paralegal	Yes No
14.	Issue invoices according to the billing cycle.	Billing Department	Yes No
15.	Collect client feedback upon case resolution.	Client Relations	Yes No
16.	Provide final case summary and closure information.	Attorney	Yes No
17.	Offer follow-up services or appeals information, if applicable.	Attorney	Yes No
18.	Update client information system post-case closure.	Legal Assistant	Yes No

Instructions for Use:

Check off each task once completed to ensure no step in the communication process is overlooked.
Review the checklist at the end of each case or at regular intervals to ensure all communications are complete and documented.
Adapt the checklist as necessary to fit specific case needs or client requests.

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