BillingDocumentClient CommsIntakeDeadline
💬
Active Cases

CLIENTS STOP
CALLING WHEN
THEY ALREADY KNOW.

The Client Comms Agent sends proactive status updates at every case milestone — in your voice, through your channels — so clients never feel left in the dark.

Proactive updates at every case milestone. In your voice. Before they ask.

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Inbound

'what's the status?' calls drop by over 60%.

When clients are informed, they trust you more. And they stop calling to ask what's happening.

What It Does

HOW THE CLIENT COMMS AGENT WORKS

Milestone-Triggered Updates
Every time a case hits a defined stage — filing submitted, court date set, offer received — the agent fires the right update to the client automatically.
Your Voice, Your Brand
Messages are written and approved by you once, then deployed consistently across every client, every time. No two clients get different experiences.
Multi-Channel Delivery
Email, SMS, or client portal — the agent uses the channel the client prefers, based on how they came in.
Inbound Query Handling
When a client sends a status question, the agent responds with the current case status pulled from your practice management system — without attorney involvement.
Sentiment Tracking
The agent flags clients who haven't opened an update or who respond with frustration — so you can intervene early before a complaint becomes a review.
Speed to Deploy
Design session. Build. QA. Launch. Most firms are live in 3 weeks.
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Common Connections for this Agent
ClioFilevineMyCaseDocketwiseLawmaticsSmokeballCase StatusHonaPandaDocMonday.comClickUpAsanaAirtableCalendlyGmailGoogle WorkspaceGoogle DriveGoogle CalendarTwilioMicrosoft 365Outlook
+ Any platform with an API or integration layer

My receptionist used to spend half her day just answering status calls. That time is completely freed up now. Clients actually comment on how well-communicated everything is.

Sophia M. — Immigration Law · 4-Attorney Firm

READY TO DEPLOY
THIS AGENT?

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