Keep clients informed without the 'any update?' calls.

When a matter moves to a new stage, the client gets a short, plain-English update by email or text, written and approved by you in advance.

Case Status Update Automation: $997 setup + $149/month.

Who it’s for

• Personal injury, family, immigration and estate planning firms
• Accounting and tax firms with long engagements
• Consultants and agencies with multi-stage projects

The problem

Clients get anxious when they don't hear from you, and 'just checking in' calls and emails eat up hours of attorney and staff time every week.

What’s included

• A map of your matter stages with a pre-approved update for each
• Automatic updates when the stage changes in your case management system or tracker
• Secure, privacy-conscious wording (no sensitive details in texts)
• A 'reply with a question' option routed to the right staff member
• A monthly summary of updates sent

You own every account and login. Security basics come standard.

How it works

1. Book a free consultation. We map your matter stages and where you track them.
2. We write the stage updates with you, connect your system and test them.
3. It goes live. Clients stay informed and your team gets fewer status calls.

Setup time

Typically live 2 to 3 weeks after kickoff, depending on your case management software.

Pricing

$997 setup + $149/month. One-time setup, then a flat monthly fee. Your exact price is confirmed in writing before we start.

The monthly fee covers the software, the business texting number where one is needed, normal message volume, carrier texting registration, monitoring and fixes when a connected app changes. Month to month after setup.

Frequently asked questions

Is client information kept confidential?

Yes. Updates say what stage the matter is in, not sensitive details, and anything detailed stays in your secure portal or email. Security and compliance are our background.

Do I approve the wording?

Yes. You approve every update template before anything goes live.

Do I have to change my booking or phone system?

Usually not. We connect to what you already use where it allows it, and we confirm that on the free consultation before you pay anything.

Will I own everything?

Yes. Your messages, your customer list, your booking link and your logins are yours. If you ever cancel, we help you move your number and templates to a tool you choose.

Related automations

• Consultation Booking System: $697 setup + $97/month
• Client Intake Qualification: $697 setup + $97/month
• Review Request Automation: $397 setup + $59/month

Ready to stop losing customers to busywork?

Book a free 30-minute consultation. You’ll leave with a clear next step and a fixed price.