Message templates help you maintain consistent, professional communication while saving time. Here are templates for common scenarios.
New Case Welcome
Welcome to {{firm_name}}, {{client_first_name}}! We're honored to represent you. Here's what to expect: [brief outline]. Please upload any accident photos and medical records you have. We'll be in touch within 48 hours with next steps.
Document Request
Hi {{client_first_name}}, we need [specific documents] to move your case forward. Please upload them to the app or let me know if you need help obtaining them. This helps us [specific benefit to their case].
Appointment Reminder
Reminder: You have a [type] appointment on [date] at [time] with [provider/location]. Please log the visit in your app afterward and let me know how it goes.
Weekly Check-In
Weekly check-in: How are you feeling? Please log your pain levels and any new symptoms in the app. Your consistent tracking is making a real difference in building your case.
Case Status (No Updates)
I wanted to touch base about your case. We're currently [waiting on X / in phase Y]. No action needed from you right now. I'll reach out as soon as there's news.
Settlement Update
Important update: We've received a settlement offer of $X. I'd like to discuss this with you. Please call me at [phone] and we'll set up a time to talk through your options.
Using Templates Effectively
- Personalize with specific case details
- Adjust tone based on client relationship
- Update templates based on what works
Where a template asks the client to do something, link the screen rather than
describing it. Every screen in the app has an address — https://quilia.com/app/symptom-tracker,
/app/requested-documents, /app/missed-times — and it opens the app for
clients who have it and the web for everyone else. The full list is in
Writing Messages Clients Actually Understand.
An address that is not on that list opens the app on Home with no error, so
copy them rather than guessing at one.