design-comm-cadence

What problem does it solve?

Law firms frequently lose client trust and waste staff time because clients are left wondering what's happening with their case; this Skill designs a proactive, human-feeling 90-day communication calendar that keeps clients informed, reduces anxiety-driven calls, and sets clear expectations while preserving attorney-client privilege and ethical obligations.

Core Features & Use Cases

• 90-Day Communication Calendar: Produces day-by-day touchpoints (Welcome, Status Update, Hearing Prep, Milestone, Check-In, Educational) with channel, sender, automation/personal designation, and purpose.
• Message Templates: Ready-to-use templates for welcome messages, routine updates, hearing prep, results, settlement discussions, and resolution notices with fillable placeholders.
• Cadence Adjustments & Escalation: Rules to tighten or relax cadence for high/low-anxiety clients, case escalations, approaching court dates, and staff escalation triggers for attorney involvement.
• Automation Recommendations & Tools: Guidance on which touchpoints to automate vs. personalize and suggested tools (Clio, Case Status, Lawmatics, MyCase) and hybrid workflows.
• Edge-case Handling: Safety-aware communication for sensitive matters, guidance for compressed timelines under 30 days, language/translation notes, and compliance flags for practice-specific regulatory requirements.
• Use Case Example: Create a 90-day plan for a family law custody case with moderate complexity and a two-month timeline that emphasizes phone check-ins for high-anxiety clients and portal summaries for low-anxiety clients.

Quick Start

Ask the assistant to design a 90-day client communication calendar for a [practice area] case with an estimated timeline of [weeks/months], preferred contact frequency of [weekly/biweekly/monthly], and available channels [email,text,portal,phone].