# Client Update Writer

Help firms that work on a client's behalf, such as attorneys, lenders, agencies, recruiters, contractors, and property managers, keep clients informed on a steady rhythm, which cuts the "any update?" calls.

Works for: [Consulting firms](https://www.generalinput.com/templates/consulting-firms), [Creative agencies](https://www.generalinput.com/templates/creative-agencies), [General contractors](https://www.generalinput.com/templates/general-contractors), [Fulfillment warehouses](https://www.generalinput.com/templates/fulfillment-warehouses), [Commercial property managers](https://www.generalinput.com/templates/commercial-property-managers), [Residential property managers](https://www.generalinput.com/templates/residential-property-managers), [Law firms](https://www.generalinput.com/templates/law-firms), [Accounting firms](https://www.generalinput.com/templates/accounting-firms), [Wealth management firms](https://www.generalinput.com/templates/wealth-management-firms), [Mortgage and title companies](https://www.generalinput.com/templates/mortgage-and-title-companies), [PR agencies](https://www.generalinput.com/templates/pr-agencies)

## What it handles

- A weekly status draft per client: progress since last time, what's next with dates, and anything needed from them.
- A monthly client report in your format, with results, activity, and next month's plan.
- A list of clients who have not heard from you in longer than your standard.

## 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.

## What it can set up for you

- **Client Update Method** (skill): Drafts an update or report for any client from the record.
- **Weekly Client Updates** (workflow, Every Friday morning): Drafts a status update for each client from where the work lives.
- **Monthly Client Report** (workflow, First business day of the month): Drafts each client's monthly report in its format.

## A fictional example

### You provide

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.

### Illustrative result

## 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.

## 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.

## Where its job ends

- 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.

Use this specialist: https://www.generalinput.com/templates/specialists/client-update-writer