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 in detail. Please let me know a good time to call, or I can send a full breakdown via message."
Using Templates Effectively
- Personalize with specific case details
- Adjust tone based on client relationship
- Update templates based on what works