Law Firm Case Status Update
Send a client a plain-language matter status update with recent activity and next steps.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Updates a client on recent activity, current status, and next steps in a legal matter.
- Case status update
- Matter progress update
- Client legal update
Fields your team can fill in
To
Add recipients
Cc
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Bcc
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Subject
Case Status Update - matter_name
Hi client_first_name,
I wanted to send a status update on matter_name.
CURRENT STATUS
current_status
RECENT ACTIVITY
recent_activity
NEXT STEPS
next_steps
ACTION NEEDED FROM YOU
client_action_needed
We will continue to update you as there are meaningful developments in the matter. If you have questions before the next update, call me::phone.
Best,
me::full_name
Part of a starter pack
Explore the Legal Services Starter Pack
Help attorneys, paralegals, and legal operations teams send consistent intake, consultation, engagement, case update, discovery, billing, court reminder, and closeout emails from Outlook.
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
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Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.