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Answer a matter status question

Clients worry in silence. A plain status update reduces calls and builds trust.

Last reviewed

Greet them by matter

Confirm which matter you are updating.

State the current stage

Say where the matter is now.

Say what is next

Describe the next step and who owns it.

Say who is waiting

Be clear if you wait on them or on a third party.

Give realistic timing

Offer a range, not a promise.

Offer to update again

Say when you will next write.

Questions

Should we promise dates?

Give ranges and say what could change them.

What if nothing has moved?

Say so honestly and explain why.

Can the AI answer these?

It shares status from your notes. A person gives legal advice.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.