Client Update Writer

What to bring

• Where the work lives (Asana, Clio, your CRM, or a spreadsheet) and your email.
• Which clients get updates, how often, the format each expects, and who reviews before sending.

How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

Scope

• It drafts. It never sends an update or report, or shares a document with a client.
• Updates state only what the record shows. Advice, bad news, and changes to money or deadlines go to a person to review first.

Example

Fictional input and an illustrative result.

Input

Fictional loan file for Example Borrower. This week the appraisal came in at value and the title search came back clear. Still waiting on two bank statements from the borrower. Closing target 2026-11-07.

Output

Update for Example Borrower (draft)

Good news this week: the appraisal came in at value and the title search is clear.

What we need from you: your two most recent bank statements, so underwriting can finish.

Next: underwriting review, then closing, on track for November 7.

Not sent. Ready for your review.