What did the Case Status team work on in September?

September’s Release: What’s New Now!

Automated Messaging Maximum Limit

Automated messages now have the option to be limited on the maximum number of times sent.

After selecting the automation type, the user will be able to input a numerical value for how many times they want the message to send. They will also be able to select ‘none’ if they don’t want to assign a limit to the message.

 

You will also notice a new button confirming to only send when the case is active.

Unchecking this box will send the message regardless of whether the case has been activated or not.

This is useful when automating your invitation message by setting up to send your invite message template and set up to send during the 1st stage on unactivated cases and set the limit to once.

This is great for client reminders and follow ups that are only needed a limited number of times during the lifecycle of a particular stage or stages.

 

Client Satisfaction Score & Client Feedback Notifications

 

 

As you may have noticed, all client satisfaction scores and feedback alert users by inbox notifications with clickable links that take them directly to the score.

 

This notification gives realtime updates allowing firms to asses their client satisfaction and address issues or compliments earlier.  

Allowing better visibility to the client perception gives better opportunities to drive online reviews as well as a revenue stream for referrals and increasing client satisfaction by simply listening to clients and letting them know they are being heard.

Now scores and feedback can be seen in the individual case graph, internal messaging, as well as Firm Insights & the live feed.

 

Saved Main Case Setting Feature.

This is a great enhancement to an already wonderful feature.  

Not only can you edit the columns that you see, but now user preferences are saved for every login.

Perfect for displaying only relevant case information and reducing clutter!

 

Selecting Multiple Images in Client App

 

 Clients now have the option to select multiple documents or images when sending through the client app removing multiple steps of attaching and sending one image over and over.

 

Assigning Due Dates & Designating Assignees to Checklist Items

 

 

As Checklist items are created, manually or automated, due dates and assignees can now be attached to each task.

As the due date is reached, that particular task will then be displayed in red showing that particular need is over due.

On the individual case, each item can be edited to select a user to assign and/or due date.

Later versions of this feature will include options such as:

assigning a position (client, attorney, case manager) to a task at a practice area level as well as allowing multiple users to be assigned to one item.

 

Internal Checklists & Automations

We realize that there are deadlines and needs that firms are responsible for as well as the checklist items needed from your clients.

 

With this release, internal checklists can now be applied and even automated so nothing is left to be overlooked.

Assign tasks and due dates to specific users and never worry about things slipping through the cracks again.

To learn more about setting up Practice Area Automations check out the Help Center video HERE.