Why Status Updates Matter
Regular case updates are one of the most effective ways to keep clients engaged and reduce "where's my case?" calls. Clients who feel informed are more patient, more cooperative, and more likely to refer others to your firm.
Benefits of proactive updates:
- Fewer anxious phone calls from clients
- Better client cooperation when you need information
- Stronger attorney-client relationships
- Higher client satisfaction and referrals
How to Send a Message
Open Messages in the sidebar and click Compose. Select recipients, write your subject line, compose your message, and choose when to send. Use the templates below as starting points.
Status Update Templates
Copy these templates and customize them for your clients. Click the copy icon to copy the full template.
Template 1: Waiting on Medical Records
Use when you've requested records and are waiting for providers to respond.
Subject: Update: Requesting your medical records Hi [Client Name], I wanted to let you know where things stand with your case. We've sent requests to [Provider Name] for your medical records. Medical providers typically take 2-4 weeks to respond, so we're waiting on those to come in. What you can do: Keep logging your pain and treatment in the app. This helps us build the strongest case possible. I'll update you as soon as we receive the records. [Attorney Name]
Template 2: Records Received, Reviewing
Use when medical records arrive and you're reviewing them.
Subject: Good news - medical records received Hi [Client Name], We received your medical records from [Provider Name]. I'm reviewing them now to make sure we have everything we need. Next steps: Once I've reviewed everything, I'll either request additional records or begin preparing your demand. If you have any questions, just reply to this message. [Attorney Name]
Template 3: Treatment Still Ongoing
Use for periodic check-ins during active treatment.
Subject: Checking in on your treatment Hi [Client Name], I wanted to check in and see how your treatment is going. Important reminder: Please continue with your prescribed treatment plan. Gaps in treatment can hurt your case, even if you're feeling better. Keep using the app to track your pain scores and appointments. This documentation becomes evidence for your claim. How are you feeling? Reply and let me know. [Attorney Name]
Template 4: Ready to Send Demand
Use when you've gathered everything and are preparing the demand letter.
Subject: Big milestone - preparing your demand Hi [Client Name], Great news! We've gathered all the documentation we need and I'm now preparing your demand letter. What's a demand letter? It's the formal document we send to the insurance company outlining your injuries, treatment, and what we believe your case is worth. Timeline: I expect to send this within [X] weeks. I'll keep you posted on their response. This is an important step forward in your case. [Attorney Name]
Template 5: Demand Sent, Waiting on Response
Use after sending the demand to set expectations.
Subject: Demand sent - now we wait Hi [Client Name], Your demand letter has been sent to [Insurance Company]. What happens now: Insurance companies typically have 30 days to respond. Sometimes they respond sooner, sometimes they ask for extensions. What you should do: Continue logging any ongoing pain or treatment. Don't talk to the insurance company directly - send them to me. I'll contact you as soon as we hear back. [Attorney Name]
Template 6: Settlement Offer Received
Use when you receive an offer and need to schedule a call.
Subject: Important - settlement offer received Hi [Client Name], We received a settlement offer from [Insurance Company]. I need to discuss this with you. Please call my office at [Phone] to schedule a time to review the offer together. I'll explain the offer, give you my recommendation, and answer your questions. This is your decision to make, and I want to make sure you have all the information you need. [Attorney Name]
Saving Your Own Templates
Create templates for messages you send frequently. Compose your message, click Save as New Template, and give it a name. Next time, click Load Template to use it.
Using Variables
Make templates personal with variables that auto-fill client information. Click Variables in the compose toolbar to insert client name, case type, attorney name, and more.
Best Practices
- Be proactive - Don't wait for clients to ask
- Set expectations - If something will take time, say how long
- Keep it simple - Avoid legal jargon
- End with action - Tell clients what to do next or what to expect
Need Help?
Questions about messaging or templates? Contact Quilia support or check our other messaging guides.