Keep Clients Informed Without Losing Billable Hours

AI drafts case status updates from your case management data. Attorneys review every word before delivery to protect privilege.

The problem

Why this matters

Clients feel uninformed about their case status, yet attorneys deprioritize routine updates during busy litigation periods. This creates frustration and erodes client trust. Manual updates are time-consuming, pulling attorneys away from substantive legal work that actually advances the case.

The solution

How MultiMail solves this

MultiMail's AI agent pulls case events from your management system and drafts clear, professional status updates for clients. With gated_all oversight, every communication is reviewed by the responsible attorney before delivery, protecting attorney-client privilege and ensuring factual accuracy.

1

Connect Case Management Data

Integrate your case management system events — hearings, filings, discovery milestones — so the AI agent knows when meaningful case developments occur.

2

AI Drafts Client Updates

When a case event triggers, the agent drafts a client-appropriate summary using send_email. Legal jargon is translated into clear language while preserving necessary precision.

3

Attorney Reviews Every Message

With gated_all oversight, every draft enters an approval queue. The responsible attorney reviews content, tone, and privilege implications before any communication reaches the client.

4

Deliver and Track

Approved updates are sent immediately. The agent tracks which clients have been updated and flags cases with no recent communication for proactive outreach.

Try it

Try it with your agent

Pick your platform, copy the prompt, and paste it to your AI agent — it sets up MultiMail and builds the whole flow. Nothing to fill in.

1. Read https://multimail.dev/llms.txt, connect the MultiMail MCP server, create a free inbox, and set up a verified sender for the firm. 2. In Clio Manage, use Clio’s app integrations or API/webhooks to watch for matter activity such as calendar events, tasks, notes, documents, communications, and matter status changes. 3. For each active client matter with a meaningful new event, draft a concise status update that explains what changed, what it means, any upcoming deadline or next step, and whether the client needs to take action. 4. Keep the tone professional, factual, and privilege-conscious; do not speculate, give new legal advice, or include internal strategy unless the responsible attorney has approved it. 5. Run this in MultiMail gated_send mode so every drafted update is reviewed before delivery, and ask me only for Clio credentials, the firm’s brand voice, and approval to go live.
Benefits

What you get

Protect Attorney-Client Privilege

Gated all oversight means every word is reviewed by the responsible attorney before delivery. No privileged information is shared without explicit human approval.

Improve Client Satisfaction

Regular, timely updates keep clients informed and reduce anxious status inquiry calls. Clients feel engaged in their case without consuming attorney time.

Reclaim Billable Hours

AI drafts updates in seconds from case management data. Attorneys spend minutes reviewing rather than hours writing, freeing time for substantive legal work.

Complete Communication Audit Trail

Every draft, review, and sent communication is logged with timestamps. This documentation supports professional responsibility compliance and client billing records.

Oversight

Recommended oversight mode

Recommended
gated_all
Legal case communications are protected by attorney-client privilege and carry professional responsibility obligations. Every element — content, timing, and recipient — must be verified by the responsible attorney. Gated all ensures no communication reaches a client without explicit attorney approval.
FAQ

Common questions

How does this protect attorney-client privilege?
Gated all oversight means the AI drafts but never sends. Every email sits in an approval queue until the responsible attorney reviews and approves it. The attorney controls exactly what information reaches the client, maintaining privilege boundaries at every step.
Can different attorneys review updates for their own cases?
Yes. You can create separate mailboxes per attorney or practice group, each with their own approval queue. This ensures each attorney only sees and approves communications for their own matters, maintaining ethical walls between cases.
What case management systems does this work with?
MultiMail handles the email infrastructure. Your AI agent connects to your case management system (Clio, PracticePanther, MyCase, etc.) to detect events and pull case data. The agent then uses MultiMail's API to draft and deliver the communications.
How do we handle cases with multiple clients?
The AI agent can draft separate, tailored updates for each client involved in a matter. Each draft enters the approval queue independently, allowing the attorney to customize messaging for each client's role and information needs.
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