Client Status Reporter
Proactive updates that prevent the
Aggregates recent activity across email, calendar, documents, and deadlines for each matter, then generates a formatted status update for your review and delivery. Turns reactive "where's my case?" calls into proactive "here's what happened this month" emails.
INGREDIENTS
PROMPT
Create a skill called "Client Status Reporter" for a lawyer. For each active matter I designate, compile a periodic status report by aggregating: recent emails and correspondence, court filings and orders, hearings attended or upcoming, documents exchanged, key deadlines approaching, and any action items pending (from the client or from me). Draft the report in professional but accessible language — no legalese unless necessary. Include sections for "Recent Developments," "Upcoming Events and Deadlines," and "Next Steps." Let me configure the frequency per matter (weekly, biweekly, or monthly). Generate the draft for my review, and when I approve it, send it to the client via email. Track which reports have been sent and when.
How It Works
Poor communication is the #1 client complaint filed with state bars. This
skill generates regular status reports from actual matter activity so you
can send proactive updates without spending an hour writing them.
What You Get
- Per-matter activity aggregation: recent emails, filings, hearings, deadlines
- Draft status update in professional, client-friendly language
- Summary of recent developments and next steps
- Upcoming deadline and event listing
- Budget status (if budget tracking is configured)
- Configurable schedule: weekly, biweekly, or monthly per matter
Setup Steps
- Configure which matters get regular status reports
- Set the reporting frequency per matter
- Review and personalize the draft before sending
- The Claw compiles and drafts — you review and send
Tips
- Even a brief monthly update dramatically reduces "where's my case?" calls
- Customize the tone per client — some want formal, others want casual
- Include next steps in every update so the client knows what's coming
- The budget status section is especially valuable for corporate clients who track spend