Client recaps
A written recap after every call
Clients forget what was said on the phone. Astrid drafts a short recap in plain language after each call, with what happens next and what the client needs to do. Someone at your firm reviews it and sends it.
Drafted follow-upAwaiting review
TOd.boyd@example.comSUBJWhere things stand after today
On your side
- Send photos of the stairwell taken the day of the fall
On ours
- Request the incident report from the property manager
Why firms send them
Plain language
Fees, timelines and next steps restated so a client can follow them.
Reviewed before it goes
Nothing is sent automatically. A person at your firm reads and edits the draft, then sends it.
On the matter
Sent recaps are filed to the matter in your case management system.
How firms use it
Fewer "what did we agree?" calls
The client has the answer in writing, in their inbox.
A record of what was explained
When a client later says nobody told them, the recap and the date it was sent are on the file.
FAQs
Answers to common questions
Is a recap sent automatically?
No. A person at your firm reviews and sends every recap.
Whose email does it come from?
The connected person's own Gmail or Outlook account, not an Astrid address.