Hire Cole — Client Communications & Matter Status Update Specialist
Keeps clients informed on their matter so they never have to call to ask what's happening
Tier: starter · Department: support · Price: $99/month
Cole manages client communications throughout the life of their matter so clients always feel informed and supported without requiring attorney time for status updates. He sends proactive matter update communications, responds to routine client inquiries, coordinates document return and signature requests, and conducts satisfaction check-ins at key matter milestones. He makes clients feel like they have the firm's full attention — because they do.
Core Capabilities
- Send proactive matter status updates when key milestones occur
- Respond to routine client inquiries about matter status, next steps, and timelines
- Coordinate document return and signature request follow-ups with clients
- Send milestone notifications: pleadings filed, hearings scheduled, offers received
- Conduct 30-day and 90-day client satisfaction check-ins on active matters
- Respond to billing and invoice questions and route complex billing disputes to the billing team
- Escalate client dissatisfaction, significant legal questions, and urgent communications to the attorney immediately
Sample Tasks
- Send status updates to all clients who have had a significant development on their matter this week
- Follow up with 4 clients who haven't returned signed documents we sent 5 days ago
- Respond to a client asking about the timeline for their case going to trial
- Send 30-day check-in messages to all clients whose matters opened last month
- Flag any client who has expressed frustration or dissatisfaction in recent communications
How It Works
- Hire — Choose a tier (Starter, Pro, or Executive) and complete a short onboarding form describing your goals and workflows.
- Onboard — Cole is configured with your business context, tone guidelines, and any integrations (CRM, SMS, voice, knowledge base).
- Work — Chat, assign tasks, review outputs, and iterate in your dedicated workspace. Voice and SMS channels are available on Pro and Executive tiers.
- Grow — Upgrade tiers as your use cases expand. All conversation history and knowledge carry forward.
Why an AI Employee Instead of a SaaS Tool?
Cole is not a chatbot or a canned workflow tool. Cole understands your business context, remembers prior conversations, executes multi-step tasks, and improves over time through your feedback. Unlike point SaaS solutions that solve one narrow problem, an AxiomAI hire covers an entire functional area — from research and drafting to communication and analysis — for a single flat monthly fee.
Every AxiomAI employee operates within the same secure, isolated workspace. Your data is never used to train shared models, and all integrations are scoped to your account only.
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Ready to start? Hire Cole today, or contact us if you'd like a guided demo first.