Case Status Customer Success Survey

1.Vote for your favorite new feature in 2022

Attorney Mobile App - added the status tab & the checklist tab so you can get more done when you are on the move

Stages - expanded the number of stages supported to 12 so you can give even more transparency to your clients of where they are in their journey

Bulk Actions - gave you the ability to execute bulk updates to the Practice Area and Stage so you can make each click of the mouse go a little further.

Automation - enhanced automation capabilities triggered by NetPromoter Score (NPS) by practice area.

Stage Mapping - ability for you to map integration practice areas and stages to Case Status stages.

Daily Digest - updated to include a link to view all cases with unread messages.

Checklists - added ability to re-order checklist items

Cases Filters - added option to filter by client interaction (app, no-app, etc.)

Displays - notating if a client has opted out of text messages

A friendly voice - the ability to record a voice response for those clients who mistakenly call your text number looking to have a conversation.

Other (please specify)

2.If you use one of our integrations with a Client Management Software solution does that integration make you more likely to renew with that software provider?

Yes

No

Not Sure

Not Applicable - don't use an integration

3.Any other feedback you would like to provide?

4.Please enter your information below to enter our drawing for Starbucks gift card.

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Case Status Customer Success Survey

Vote for Your Favorite New Feature of 2022