Regular case updates reduce client anxiety and build trust. This guide shows you how to communicate progress effectively.
When to Send Updates
- Major milestones (demand letter sent, response received)
- Monthly during slower phases
- Whenever there's news (good or bad)
- Before and after depositions or hearings
What to Include
- Current case stage in plain language
- Recent progress or completed tasks
- Next steps and timeline
- Any actions needed from the client
Sample Status Update
"Case Update: We've received all your medical records and are preparing your demand letter. This document outlines your injuries and the compensation we're seeking. I expect to send it to the insurance company within 2 weeks. No action needed from you right now - I'll be in touch once we hear back."
Handling Delays
When things take longer than expected:
"I wanted to touch base about your case. We're still waiting on [specific item], which is normal but can be frustrating. Rest assured, I'm following up regularly. Expected timeline: [estimate]."
Best Practices
- Use simple language, avoid legal jargon
- Be honest about timelines
- End with clear next steps
- Invite questions