{"id":44092,"date":"2022-01-06T09:05:31","date_gmt":"2022-01-06T09:05:31","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=44092"},"modified":"2024-08-05T16:03:33","modified_gmt":"2024-08-05T15:03:33","slug":"client-feedback","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/client-feedback\/","title":{"rendered":"Client Feedback"},"content":{"rendered":"\n

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<\/p>\n\n\n\nTask 1<\/span> Send Feedback Request <\/span><\/span>\n\n

<\/i>\r\n<\/div>

Allocate a Web Questionnaire<\/strong><\/p>

Client Feedback Questionnaire
\r\nWill only run if the matter is web enabled<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Send Merged Email Template<\/strong><\/p>

Email to client asking to complete online Feedback Questionnaire
\r\n
\r\nWill only run if the matter is web enabled<\/p>

Email to Client Feedback Questionnaire<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if the matter is not web enabled<\/p>

letter enclosing feedback questionnaire<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if the matter is not web enabled<\/p>

Feedback Questionnaire<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Response to Client Feedback request + 7 days <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 2<\/span> Chase Response <\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECLI
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if the matter is not web enabled<\/p>

Letter to Client Chasing Feedback on Service<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Send Merged Email Template<\/strong><\/p>

Email to Client asking to complete online Feedback Questionnaire
\r\n
\r\nWill only run if the matter is web enabled<\/p>

Email to Client Chasing online Feedback Questionnaire<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CLOSE \u2013 Close Matter + 7 days<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Client Feedback Received<\/span><\/span>\n\n

<\/i><\/div>

Add A Dossier Date<\/strong><\/p>

Client Feedback Received = Today<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CLOSE<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Client Feedback <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Client Feedback Concerns<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CLOSE \u2013 Close Matter \u2013 Today
\r\nWhen Is there anything we can do to improve our service= No <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Respond to Clients Concerns<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CLOSE<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CL_RESP<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

When Concerns Identified<\/p>

Letter Responding to Clients Concerns<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Send Merged Email Template<\/strong><\/p>

Email to Client Responding to Concerns
\r\n
\r\nWhen Concerns Identified<\/p>

Email to Client responding to concerns<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Close – Close Matter + 0 days <\/p><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"

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<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[117],"class_list":["post-44092","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-compliance"],"acf":[],"yoast_head":"\nClient Feedback - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our Client Feedback workflow\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Feedback - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our Client Feedback workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/client-feedback\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-05T15:03:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/08\/image-61.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/client-feedback\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/client-feedback\/\",\"name\":\"Client Feedback - 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