Have you had your firm's approved AI draft a client status update from your matter notes?

AI turns your notes and recent filings into a short plain-English update. A lawyer reviews it before it goes out.

How to automate it

How to automate “answer client emails and requests”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

60 min

typically, every day

45%

of the time can be automated

Easy

to set up

Fix 1 of 2

AIBest fix

Have AI draft replies to routine email

Paste the thread and a one-line instruction; edit the draft instead of writing from a blank page. Most routine replies take a minute instead of five.

Typically saves about 35% of the time5 min to set up

1Open the AI assistant your company allows (or the one built into Outlook or Gmail).
2Paste the email thread, or use the built-in "draft reply" button.
3Tell it the point you want to make in one line.
4Read the draft, fix anything wrong, and send.

Prompt to copy

Draft a reply to the email below. My point: [WHAT YOU WANT TO SAY IN ONE LINE]. Keep it under 120 words, friendly and direct, and match the tone of the sender. Do not invent facts or commitments.

Email:
[PASTE THE EMAIL]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Gmail "Help me write" or Outlook Copilot

Fix 2 of 2

Software feature

Move routine client requests into a portal or shared board

A client portal (Clio for Clients, TaxDome, Karbon, Moxo, or a shared Asana, Monday or Notion board) lets clients see status themselves, which cuts the "where are we?" emails.

Typically saves about 30% of the time2 h to set up

1List the questions clients email most (status, next steps, where is my file).
2Set up a portal or shared board that shows those answers.
3Send clients the link and a short how-to at kickoff.
4Reply to status emails with the link until it becomes a habit.

Tools: Clio for Clients · TaxDome · Karbon · Moxo · Asana, Monday or Notion shared views

Quick wins

Have you tried…

Have you had your firm's approved AI draft a client status update from your matter notes?: AI turns your notes and recent filings into a short plain-English update. A lawyer reviews it before it goes out.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Agency Account / Client Manager Accountant / Bookkeeper (firm)Paralegal / Legal Assistant Attorney / Lawyer (firm)

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