Ready to provide a frictionless client experience? Help ease client concerns by giving them quick and easy access to your office staff through Medallia Concierge. Answer FAQs for prospective clients and easily communicate with current clients for appointment reminders, case updates, etc.
Here are is the recommended platform configuration to help your staff easily communicate with clients.
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.
Consultation Appointment Coordination: Easily manage scheduling/rescheduling consultations and appointments with clients.
TEMPLATES to create to help standardize replies to FAQs:
Consultation Reminder
Client Requirements
Doctor Appointment Follow-Up
Insurance Info Request
SEGMENTS to create to help you with grouping your clients by key attributes:
Current Client
Potential Client
ZINGS to create to automate your communication and processes:
New Client Registration/Introduction
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.