Message templates help you maintain consistent, professional communication while saving time. Here are templates for common scenarios.
New Case Welcome
Welcome to [Firm Name], {{firstName}}! 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 {{firstName}}, 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] or reply here to schedule 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