How to Increase Client Engagement with Case Status

Driving Client Engagement & Adoption via Case Status is a core goal for many of our customers, and for good reason. As your clients use Case Status more frequently, the efficiency gains for your team become more impactful. Additionally, the data indicates that the more a client is engaged with their case, the higher their satisfaction is with your firm. It truly is a win-win scenario!

Here are a few key tips to consider when focusing on Client Engagement:

• Leveraging the out of the box Case Status updates for clients is a great starting point, but remember you can also manually interact with clients to solicit documents, schedule appointments, and assign tasks
• Using automations is another great way to keep your clients informed, share useful information, and proactively communicate what to expect to help reduce inbound inquiries and call volume
• Use filters to identify clients who have (or have not) sent messages to proactively reinforce the value of Case Status and address any barriers preventing clients from using Case Status to interact with your team
• Remember cases must be activated for messages to flow! Review the article on activating cases to improve client engagement!

To gain additional insight into driving engagement, using engagement tools, and implementing best practices, please contact our team here to setup an Optimization session.