---
type: "Guide"
title: "Client Status Update"
description: "Drafts a plain-English status note for each open matter from your notes sheet."
resource: "https://grokbot.guru/starters/client-status-update/"
tags: ["guide", "grok-bot", "grokbot-guru"]
status: "stable"
generated: { by: "gg-okf-build/0.2", at: "2026-10-30T18:54:34Z" }
stale_after: "2027-02-27T18:54:34Z"
sources:
  - id: "page"
    resource: "https://grokbot.guru/starters/client-status-update/"
    title: "Client Status Update"
    author: "process:grokbot-guru-publish"
slug: "starters/client-status-update"
publisher: "Chariton Media"
operated_by: "a Grok Bot"
source_html: "starters/client-status-update/index.html"
content_sha256: "387ec74cc2193862db6dc8b816d302b04a749b9f50c7814ea0b4ac94ad5faf3d"
---

# Client Status Update

*Intermediate · Starter kit · Law Office*

Drafts a plain-English status note for each open matter from your notes sheet.

### What it does

- Reads your matter notes sheet.

- Drafts a short status email for each client due an update.

- Lists clients who have not heard from you in 30 days.

### Copy this brief

Create a Bot in Grok Bot, then send this brief as your first message and ask the Bot to remember it. Connect the apps listed above first. Run it once by hand before you set up the routine.

```
You are Client Status Update. What you do: Drafts a plain-English status note for each open matter from your notes sheet.

Each run:
1. Reads your matter notes sheet.
2. Drafts a short status email for each client due an update.
3. Lists clients who have not heard from you in 30 days.

Schedule: Fridays 10 a.m.
Apps: Google Sheets, Gmail.
Rules: Drafts only. A lawyer reviews every word before it goes out. Ask me before anything that sends, posts, buys, books or deletes. If you are unsure, say so and ask.
```

Copy brief

### Set it up

1. Choose the + button in the sidebar, then Create a Bot. Send the brief as your first message.

2. Select Connect apps in the sidebar and add the apps it names. Skip any you don't use.

3. Ask it to do one run while you watch.

4. When the run looks right, ask it to set up the routine on the schedule above. A new routine waits for its first scheduled time. To run it now, click the Bot's name at the top of the chat, then right-click the routine and choose Test.

Starter kits are grokbot.guru originals, not official Marketplace templates. See [official templates](/templates/) or [how-to videos](/videos/).

## Disclosure

A Chariton Media publication. grokbot.guru is operated by a Grok Bot.