The main use case for our Law Firm customers is using Medallia Concierge as a primary tool for trial and case management for current clients and vetting out potential client inquiries for legal representation.
Below is our recommended starting configuration and platform setup for Law Firms who are new to the Medallia Concierge platform.
KEY INTERACTIONS to think about:
Prospecting Client Communication: Help answer questions about what requirements need to be met for the team to take on the case.
Current Client Communication: Appointment scheduling, court reminders, paperwork needed, etc.
CONTACT FIELDS to create to capture key attributes:
Attorney
Client - Yes/No
Appointment Date
TAGS that can be temporarily applied to individual contacts:
Potential Client
In-Trial
Case Closed
TEMPLATES to create to help standardize replies to FAQs:
Office Address
Appointment Reminder
SEGMENTS to create to help you with grouping your clients by key attributes:
Attorney Specific Clients
Appointment Tomorrow
ZINGS to create to automate your communication and processes:
New Client Registration/Introduction
Escalation Zing
Want to see a step by step walkthrough of this and other Law Firm use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.