Matter Status Update & Client Instructions
This form documents the current status of your matter and records your instructions on next steps. Your responses become part of the privileged client file and are evidence of the decisions you have authorized.
Section 1 — Matter Identification
Section 2 — Current Status Summary
Current phase of the matter (select one):
Narrative summary of developments since the last update:
Next hearing, mediation, or deadline date:
Describe what is expected at that event and any client attendance requirements:
Section 3 — Fees & Trust Balance
Fees billed this period (USD):
Costs advanced this period (USD):
Current trust account balance (USD):
Additional retainer replenishment requested (USD):
Section 4 — Recommended Next Steps & Client Authorization
Attorney's recommended next steps, risks, and estimated costs:
Client instructions (please tick each action you authorize):
Settlement authority — minimum acceptable (USD):
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Settlement authority — maximum offer I will pay (USD):
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Section 5 — Questions, Concerns, or New Information
Questions for your attorney:
Any new facts, contacts from the opposing party, documents, or life changes we should know about:
Upload any new correspondence, notices, or documents you have received:
Section 6 — Acknowledgment
Thank you for the prompt response. Your attorney will act on the instructions above and contact you if any unforeseen issues arise.