Client Feedback
Updated Feb 9th, 2022
Allocate a Web Questionnaire
Client Feedback Questionnaire
Will only run if the matter is web enabled
Send Merged Email Template
Email to client asking to complete online Feedback Questionnaire
Will only run if the matter is web enabled
Send Standard Document
Letter to Client enclosing Feedback Questionnaire.
Will only run if the matter is not web enabled
Send Standard Document
Workflow Questionnaire
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
CHASECLI
Send Standard Document
Letter to Client Chasing Feedback on Service
Will only run if the matter is not web enabled
Send Merged Email Template
Email to Client asking to complete online Feedback Questionnaire
Will 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
When Is there anything we can do to improve our service= No
Add an automatic keydate to matter
Respond to Clients Concerns – Today
When Is there anything we can do to improve our service = Yes
Meet unmet keydates by type
CLOSE
Meet unmet keydates by type
CL_RESP
Send Standard Document
Letter Responding to Clients Concerns
When Concerns Identified
Send Merged Email Template
Email to Client Responding to Concerns
When Concerns Identified
Add an automatic keydate to matter
Close – Close Matter + 0 days