Skip to main content

Case Status Reporting Workflow

Generate regular case status reports for clients and internal stakeholders.

Complexity: Medium | Duration: 15-30m | Category: Industry/Legal Services

Tags: reporting status client-communication updates tracking

Workflow Diagram​

Steps​

Step 1: Gather case activity data​

Gather case activity data

Step 2: Summarize recent developments​

Summarize recent developments

Step 3: Report on deadlines and milest​

Report on deadlines and milestones

Step 4: Update budget and spend status​

Update budget and spend status

Step 5: Assess case strategy​

Assess case strategy

Step 6: Identify risks and issues​

Identify risks and issues

Step 7: Prepare client communication​

Prepare client communication

Step 8: Conduct status call if needed​

Conduct status call if needed

Step 9: Document client instructions​

Document client instructions

Step 10: Update matter file​

Update matter file

Usage​

To execute this workflow:

/workflow industry/legal-services/case-status-reporting-workflow.workflow

See other workflows in this category for related automation patterns.