Client status updates are sent manually after each case milestone, requiring paralegals to review matter files, draft emails, and log communications across multiple tools. This repetitive work consumes significant time and creates inconsistency in tone and format.
Automation reads matter details from the CRM, generates professional status summaries instantly, and logs the communication automatically. the team reviews and sends in minutes instead of nearly an hour per update.
The full workflow, from trigger to completion.
A matter record is updated with a key event (discovery complete, motion filed, settlement offer) or a weekly status window opens in the automation platform.
The automation retrieves the full matter record, including case name, recent activity, next steps, and client contact details.
The automation reads the matter details and generates a professional, concise status summary in plain English, ready to send to the client.
The generated summary is sent to the paralegal for a final accuracy check before sending. The paralegal approves or edits.
Once approved, the automation sends the status email to the client, with the matter name and paralegal signature included.
The automation records the sent email in the matter record, including timestamp and a link to the email for audit purposes.
A confirmation message is posted confirming the client update was sent and logged.
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