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Asking Clients for Treatment Updates

Jan 26, 2026Case Management
Law FirmsPortal TutorialMessagingTreatmentClient Communication

Learn effective ways to request treatment updates from your personal injury clients without being intrusive.

Regular treatment updates are crucial for building strong personal injury cases. This guide shows you how to request updates in a way that encourages client compliance.

Why Treatment Updates Matter

Treatment documentation directly impacts case value. Gaps in treatment can be used by insurance companies to minimize claims.

When to Request Updates

  • After scheduled medical appointments
  • Weekly during active treatment phases
  • When treatment plans change
  • Before settlement negotiations

Sample Message Templates

Post-Appointment Check-In

"Hi {{firstName}}, I hope your appointment went well today. When you have a moment, please log your visit in the app and let me know how you're feeling. This helps us build the strongest case possible."

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Weekly Treatment Reminder

"Quick check-in: How is your recovery progressing this week? Please log any treatments, medications, or symptoms in the app. Every detail helps your case."

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Best Practices

  • Be empathetic - clients are dealing with pain and stress
  • Explain why updates matter for their case
  • Make it easy - remind them to use the app
  • Follow up if you don't hear back within 48 hours

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