travis-burmaster/agentbox/client-communications

Client Communications Skill

Trigger

Activate when the user needs to draft an email, memo, letter, or other communication to a client about a legal matter.

Communication Types

1. Deal Update Email

For keeping clients informed during a transaction.

Structure:

• Subject line: Clear, specific (e.g., "Series A — Status Update and Next Steps")
• Opening: One sentence on where things stand
• Key developments: Bulleted, plain English
• Action items for the client: Clearly flagged with deadlines if applicable
• Next steps on our side: What we're doing and when
• Closing: Availability and contact info

Tone: Professional but approachable. The client should feel informed, not overwhelmed.

2. Risk Advisory Email

For flagging a legal issue, contract risk, or strategic consideration.

Structure:

• Bottom line: State the issue and your recommendation in 2-3 sentences
• Background: Brief context (assume the client knows their own business)
• Analysis: What the risk is, how likely it is, and what the consequences could be
• Options: 2-3 options with pros and cons for each
• Recommendation: Which option you recommend and why
• Caveat: Any uncertainty or areas where more information is needed

Tone: Direct but measured. Don't alarm unnecessarily. Don't minimize real risks.

3. Cover Email

For sending a document (contract, memo, redline) to the client.

Structure:

• What's attached: Name the document and version
• Key points: 3-5 bullet points highlighting the most important aspects
• What we need from you: Any input, decisions, or approvals needed
• Timeline: When you need their response

Tone: Brief and practical. The document speaks for itself.

4. Engagement Letter / Scope Communication

For defining the scope of a legal engagement.

Structure:

• Scope of work: What we will and won't do
• Fee arrangement: Hourly, flat fee, subscription, or hybrid
• AI usage provision: Frame AI as an efficiency and quality enhancer, emphasize attorney supervision, tie data handling to confidentiality obligations
• Timeline: Expected duration and milestones
• Terms: Reference to standard engagement terms

Principles

• Never use legalese in client communications unless the client is a lawyer
• Translate legal concepts into business language
• Always include clear next steps and who is responsible for what
• Match the formality level to the client relationship
• Keep emails under 500 words unless the complexity demands more
• If the matter is sensitive, flag that the communication is privileged