The quality of your service plays a critical role in retaining customers in any industry. Attorneys, in particular, must adopt a customer-centric approach to provide exceptional client experience and maintain client loyalty. However, handling numerous cases can sometimes prevent attorneys from having enough time to create follow-up emails, which can result in clients feeling undervalued and disconnected from their cases.  

Attorneys no longer need to worry about compromising clients’ trust in their law firm or wasting time creating follow-up emails from scratch. PracticePanther’s automated reminders offer seamless communication between clients and attorneys by providing timely reminder notifications for upcoming events, unpaid invoices, and client tasks. This feature ensures clients have full visibility into the progress of their cases, fostering transparency and trust between attorneys and clients. 

PracticePanther’s Automated Reminders: Alert Clients on Tasks, Upcoming Events, and Unpaid Invoices

Many attorneys are juggling multiple cases, and as such, it can be easy to drop the ball on following up with your clients. We are human after all, so why leave this crucial step to chance? This seemingly small oversight could lead to large ramifications such as missed appointments or events, delayed document submissions, and can impact the overall progress of a case. Fortunately, there’s a simple way to ensure nothing falls through the cracks.

To avoid these errors, attorneys can uphold high-quality service while maintaining consistent communication with clients through the use of PracticePanther’s automated reminders. Attorneys can set critical reminders in advance with automated workflows, ensuring that clients are promptly notified of any updates, freeing up time to focus on cases rather than administrative tasks. Automated reminders can be configured to reach clients through multiple channels including email, in-app notifications within the client portal, and text messaging — increasing the visibility and likelihood of clients receiving updates. 

Attorneys can’t do all the casework by themselves, often they rely on clients to provide documents, attend meetings, and fill out paperwork to move the case along. These client tasks are an essential aspect of legal representation, and can’t be missed. By setting reminders to appear in the client portal, clients can stay informed of any new or overdue tasks. Additionally, firms can proactively remind clients of any overdue tasks and promote clear and consistent communication via PracticePanther’s text messaging feature. This increased transparency and accountability between attorneys and clients can foster a stronger relationship, ultimately leading to higher levels of client satisfaction.

Automated Reminders on Upcoming Events or Court Dates 

Automated reminders are an invaluable resource for attorneys, particularly when it comes to notifying clients of upcoming events and court dates. By sending timely notifications, attorneys can ensure that clients are kept informed of their upcoming appointments and court appearances, allowing for better preparation and peace of mind.

With the ability to set up to five automated reminders leading up to the event, clients are provided with timely and prompt reminders, demonstrating the organization and professionalism of their attorney. PracticePanther automated reminders allow attorneys to establish client trust through consistent communication and follow-up, resulting in a positive client experience and building long-lasting attorney-client relationships. 

Automated Reminders on Unpaid Invoices 

Occasionally, clients may overlook their invoice payments, which can impact a law firm’s accounts receivable and collection rate. However, PracticePanther’s automated reminders offer a positive solution to this common challenge. By utilizing these reminders, attorneys can proactively keep clients informed of any unpaid or overdue invoices, promoting a smoother payment process and stronger relationships between clients and their attorneys.

PracticePanther’s automated reminders can be customized based on the number of days an invoice has been overdue, allowing attorneys to send reminders at the right time. For instance, they can set a reminder to be sent two days after an invoice is due. The reminder message can also be personalized using tokens, making the process more efficient and effective. 

Enhance Attorney-Client Relationship Through Consistent Communication with Automated Reminders 

Establishing a strong attorney-client relationship is crucial for the success of a case, but it requires effort and consistent communication. Fortunately, PracticePanther’s automated reminders can help attorneys provide a higher level of service and build trust with their clients. Whether it’s court dates, unpaid invoices, or tasks, the automated reminders ensure that clients are kept informed and up-to-date on all aspects of their cases. This promotes greater transparency, accountability, and ultimately, client satisfaction. 

If you’re interested in learning more about other features PracticePanther has to offer, start your free trial and see it for yourself! If you’re an existing user and want to learn more about how to set up automated reminders, check out our help center articles for more information. 

Download as PDF

Want a copy of this article? Download it for free!

Download This Post PDF Icon