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💬 Chats: How to Keep Communication Going

Introduction:
Effective communication is key to building strong relationships with clients. This guide covers how to use chats in Your Case Plan (YCP) to keep clients engaged and ensure ongoing support.

Chats: Examples You Can Use Today

📩 Weekly Check-In
"Just checking in — how are things going this week?"

  • When to use: Regular check-ins with clients to keep them engaged. Helps maintain consistency and reminds clients that you’re there to support them.

📩 Before Court
"Let’s do a 5-minute prep call today. Does 3pm work?"

  • When to use: Preparation for upcoming hearings or appointments. Setting up prep calls ensures clients feel ready and confident.

📩 After Court
"How are you feeling after the hearing? Here are your next steps..."

  • When to use: Following up after a hearing or court appearance to debrief, check in on emotional well-being, and offer next steps.

📩 If No RSVP for an Appointment
"Are you able to attend the Wednesday appointment? Let me know if you need support."

  • When to use: Gentle reminders to confirm attendance for scheduled appointments.

When to Use Chats

Use chat functionality in YCP for the following scenarios:

✅ Weekly Check-ins: Keep clients engaged with regular communication.
✅ Before and After Court: Help clients prepare for hearings and debrief after.
✅ After Missed Appointments: Follow up when a client misses an appointment to reschedule or offer support.
✅ When Tasks Are Overdue: Gently remind clients about overdue tasks or action items.
✅ If the Client Hasn’t Logged In Recently: Reach out if clients haven’t logged in recently to re-engage and offer support.

Summary Tips for Professionals

  • Be concise and clear in your messages to avoid overwhelming your client.

  • Personalize chats based on the client's situation. A simple check-in goes a long way!

  • Follow-up regularly to ensure that clients feel supported and informed.

  • Use YCP notifications to stay on top of overdue tasks or missed appointments and prompt chats.

 

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