A strong communication flow builds trust, reduces back-and-forth, and improves client experience. This engagement helps you optimize how clients receive updates, access documents, and engage with your firm from intake to closeout.
Whether you’re relying on email threads, toggling between tools, or not getting great feedback on responsiveness, we’ll help you design a client-friendly system that keeps things clear and consistent, without adding more to your team’s plate.
Audit of Current Client Comms & Tools: We’ll review how you currently update clients, share files, deliver case progress, and manage expectations across tools like your CMS, email, portal, and intake platform.
Touchpoint & Timeline Analysis: We’ll map out the ideal client communication timeline and highlight where silence, confusion, or frustration tends to creep in.
Portal & Access Optimization: We’ll assess how clients log in, view documents, complete tasks, and track their case, and offer suggestions to simplify or improve the experience.
Suggested Improvements & Workflow Fixes: You’ll get recommendations to streamline your tech, reduce manual follow-up, and create consistency in how your firm communicates.
Client Communication Audit Summary (PDF and video walkthrough)
Ideal Client Communication Timeline (Intake to Closeout)
Portal & Tool Recommendations (with pros/cons)
Suggested Scripts, Templates, or System Settings
Usage & Setup Tips for Improved Team Adoption
After checkout, you’ll receive a link to book your kickoff session. We’ll gather a few details about your current tools and communication practices, then dive into the audit. You’ll walk away with a clear, streamlined strategy to improve client engagement and reduce back-and-forth.
This project wraps in 2–3 weeks with just a short kickoff call and access to your tools. We do the workflow thinking and system design, you keep your team focused on casework.
This is ideal for firms who:
Don’t have a client portal or barely use it
Have too many client portals and are losing their minds
Rely heavily on email and find it chaotic
Want to improve transparency and reduce client confusion
Are prepping to automate client updates and reduce admin work
Limitations of this service:
This is a strategy & design-focused engagement, not a full tech implementation. It does not include (but can be added on later):
Setting up new client portals from scratch or building custom platforms
Direct implementation of tools or ongoing client training
Automation builds (though we can do all of this, too!)
Bottom line? We help you create a communication strategy that keeps clients in the loop, without you constantly chasing updates. Happy clients = fewer headaches.
A strong communication flow builds trust, reduces back-and-forth, and improves client experience. This engagement helps you optimize how clients receive updates, access documents, and engage with your firm from intake to closeout.
Whether you’re relying on email threads, toggling between tools, or not getting great feedback on responsiveness, we’ll help you design a client-friendly system that keeps things clear and consistent, without adding more to your team’s plate.
Audit of Current Client Comms & Tools: We’ll review how you currently update clients, share files, deliver case progress, and manage expectations across tools like your CMS, email, portal, and intake platform.
Touchpoint & Timeline Analysis: We’ll map out the ideal client communication timeline and highlight where silence, confusion, or frustration tends to creep in.
Portal & Access Optimization: We’ll assess how clients log in, view documents, complete tasks, and track their case, and offer suggestions to simplify or improve the experience.
Suggested Improvements & Workflow Fixes: You’ll get recommendations to streamline your tech, reduce manual follow-up, and create consistency in how your firm communicates.
Client Communication Audit Summary (PDF and video walkthrough)
Ideal Client Communication Timeline (Intake to Closeout)
Portal & Tool Recommendations (with pros/cons)
Suggested Scripts, Templates, or System Settings
Usage & Setup Tips for Improved Team Adoption
After checkout, you’ll receive a link to book your kickoff session. We’ll gather a few details about your current tools and communication practices, then dive into the audit. You’ll walk away with a clear, streamlined strategy to improve client engagement and reduce back-and-forth.
This project wraps in 2–3 weeks with just a short kickoff call and access to your tools. We do the workflow thinking and system design, you keep your team focused on casework.
This is ideal for firms who:
Don’t have a client portal or barely use it
Have too many client portals and are losing their minds
Rely heavily on email and find it chaotic
Want to improve transparency and reduce client confusion
Are prepping to automate client updates and reduce admin work
Limitations of this service:
This is a strategy & design-focused engagement, not a full tech implementation. It does not include (but can be added on later):
Setting up new client portals from scratch or building custom platforms
Direct implementation of tools or ongoing client training
Automation builds (though we can do all of this, too!)
Bottom line? We help you create a communication strategy that keeps clients in the loop, without you constantly chasing updates. Happy clients = fewer headaches.
