You've automated your back-office tasks, but have you automated your client management process? Utilize Case Status to automate the daily client management tasks with a focus on providing clients the best experience.
Whether sending a reminder to get treatment every Monday, or a monthly reminder to pay an invoice, utilize the Recurring Messages automation to automate communication on a stage-by-stage basis.
Assign tasks or documents to clients when reaching the next stage in the case. Increase the speed at which cases close by giving clients real-time clarity on tasks that need completed.
We'll provide the template and we'll help your firm modify each stage of the case to give clients clarity on what to expect. By automating push notifications and texts, clients will feel more connected and informed. Cut down on the inbound calls by providing clients a real-time view of what is going on in the case.
We know you're busy. Sometimes there is nothing new to report. Automate the communication to the client through our intelligent updating system. When clients hear from you regularly, even when there is nothing new to report, there are 3x more likely to refer you to a friend.
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