Client Feedback
Updated May 13th, 2025
Designed to be imported as extra tasks into existing work types. Allows the monitoring of feedback and if the matter is web enabled, the client can complete the feedback via the client portal
Task 1 Send Feedback RequestAllocate a Web Questionnaire
Client Feedback QuestionnairernWill only run if the matter is web enabled
Send Merged Email Template
Email to client asking to complete online Feedback QuestionnairernrnWill only run if the matter is web enabled
Send Standard Document
Will only run if the matter is not web enabled
Send Standard Document
Will only run if the matter is not web enabled
Add an automatic keydate to matter
Chase Response to Client Feedback request + 7 days
Meet unmet keydates by type
CHASECLIrn
Send Standard Document
Will only run if the matter is not web enabled
Send Merged Email Template
Email to Client asking to complete online Feedback Questionnaire rnrnWill only run if the matter is web enabled
Add an automatic keydate to matter
CLOSE – Close Matter + 7 days
Add A Dossier Date
Client Feedback Received = Today
Meet unmet keydates by type
CHASECLI
Meet unmet keydates by type
CLOSE
Allocate a Custom Questionnaire
Client Feedback
Allocate a Custom Questionnaire
Client Feedback Concerns
Add an automatic keydate to matter
CLOSE – Close Matter – Today rnWhen Is there anything we can do to improve our service= No
Meet unmet keydates by type
CLOSE
Meet unmet keydates by type
CL_RESP
Send Standard Document
When Concerns Identified
Send Merged Email Template
Email to Client Responding to ConcernsrnrnWhen Concerns Identified
Add an automatic keydate to matter
Close – Close Matter + 0 days