Client intake with conflict-of-interest screening, engagement letter with fee schedule, case-document checklist, matter status updates, and closing letter with file retention notice for small and mid-sized general-practice law firms
Get started with PocperThis 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.
Client name:
Matter / file number:
Responsible attorney:
Reporting period start:
Reporting period end:
Current phase of the matter (select one):
Investigation / fact gathering
Pre-filing negotiation
Pleadings filed; awaiting response
Discovery in progress
Motion practice
Mediation / settlement discussions
Preparing for trial / hearing
Post-judgment / enforcement
Narrative summary of developments since the last update:
Next hearing, mediation, or deadline date:
Scheduled time:
Describe what is expected at that event and any client attendance requirements:
Fees billed this period (USD):
Costs advanced this period (USD):
Current trust account balance (USD):
Additional retainer replenishment requested (USD):
Attorney's recommended next steps, risks, and estimated costs:
Client instructions (please tick each action you authorize):
Proceed with the recommended next steps above.
Open settlement negotiations within the authorized range (specified below).
Retain an expert witness or investigator as proposed.
Hold further action pending my decision — contact me to discuss before proceeding.
Settlement authority — minimum acceptable (USD):
Settlement authority — maximum offer I will pay (USD):
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:
I have read the status summary and understand the current posture of the matter.
The instructions I have given above reflect my informed decision after discussing options with my attorney.
Thank you for the prompt response. Your attorney will act on the instructions above and contact you if any unforeseen issues arise.
The Matter Status Update & Client Instructions template is a ready-to-use form from Pocper's Law Firm pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.