Managing Multiple Client Conversations

With many active clients, staying on top of communication requires good systems. Here's how to manage effectively.

Daily Communication Routine

1. Check CaseChat for urgent messages (5 min)
2. Review message inbox for new items (10 min)
3. Process actionable items immediately
4. Flag items requiring research
5. Schedule follow-ups as needed

Prioritization Framework

Handle Immediately

• Time-sensitive client questions
• Settlement offer responses
• Appointment confirmations

Same Day

• Document requests
• Status update questions
• New case onboarding

Within 48 Hours

• General check-ins
• Non-urgent updates

Staying Organized

• Process messages in batches at set times
• Use templates for common responses
• Set expectations with clients about response times
• Delegate routine communication when appropriate

Avoiding Overwhelm

If your message volume becomes unmanageable, consider:

• Scheduling proactive updates to reduce inbound questions
• Creating FAQ resources for common questions
• Delegating routine communication to support staff