START HERE

Agree how and when you will update the client, then make each update useful. Explain what happened, what is next and who needs to act. A predictable communication routine can reduce repeated questions without shutting the client out.

Understand the situation and prepare

At the start, ask which channel the client can use comfortably and how urgent concerns should reach you. A short update can say: we received the document, I will review it by the agreed date, and I need your answer to one question. Review outstanding messages regularly and tell the client when plans change rather than leaving them to guess.

Send an update that answers the next practical question

A useful update identifies what happened, what remains outstanding and who needs to act. Agree an appropriate channel and realistic response expectations, including urgent or inaccessible situations. A collection of notifications is not necessarily meaningful communication; check whether the client can understand the stage and the decision needed.

A practical example

Illustrative example: You receive a document but need one missing schedule before reviewing it. Tell the client what was received, what is missing and the next step. Do not mark work complete merely because the upload succeeded, or let a calendar reminder imply that the document has already been reviewed.

Questions to settle before the next step

Assign responsibility for monitoring messages and outstanding inputs. Explain changes to timing and offer an alternative route when needed. Keep confidential matter communication out of public profiles and support articles. Use the platform records to support your communication process, with your own professional oversight and continuity arrangements.

ONE STEP AT A TIME

Your next steps

  1. Agree channels, response expectations and accessibility needs.
  2. Send concise milestone-based updates.
  3. Identify who owns each next action.
  4. Review outstanding questions and urgent messages regularly.
SUPPORT, WHEN YOU NEED IT

How LegalMart can help

01 / MARKETPLACE

A clearer path from enquiry to engagement

LegalMart service-request communication helps manage questions during the enquiry and acceptance stages. Explain which channel you will use after work begins so the client does not have to send the same question to several places.

02 / WORKPLACE

Tools for the work behind the service

Workplace matter communication, documents and calendar tools help keep the context together. Assign responsibility for follow-up and check that the right people have access. Use the tools to support your agreed communication plan, not as a substitute for it.

What to keep in mind

LegalMart does not monitor every urgent message or guarantee response times. You remain responsible for timely communication and for alternatives when the client cannot use the platform or it is unavailable.

WHEN YOU’RE READY

See how LegalMart fits your practice.

Explore lawyer onboarding and the available tools. Check the current terms and choose what supports your clients and your way of working.

Explore lawyer onboarding

Helpful sources

Read more from these official sources. Rules and services can change; check the current information before acting.

About this guide

Written for Ontario by LegalMart. Prepared with AI assistance.

General information for Ontario, not advice for your particular situation. An independent lawyer can advise you on your circumstances. LegalMart is a technology platform, not a law firm.