Case Status is a star
Use Cases and Deployment Scope
We use Case Status as a one stop shop for client communication. It helps clients easily upload documents to us, easily see what stage their case is in, conveniantly send us a message, and give us a rating! We use Case Status with every case that we manage so it helps us not only keep in contact with clients but also helps us measure our client satisfaction scores
Pros
- places client-uploaded documents into the respective file
- keeps clients informed about what stage their case is in
- measures net promoter scores
- suggests responses
Cons
- triage could be more straight forward, not sure that the new XOS platform is as straight forward as the old model
- translation features on the new XOS model could be more accessible/conveniant
- the old Case Status model was simpler to navigate in my opinion
Return on Investment
- more Google reviews. we have moved from 25 reviews to 77
- 557 staff hours saved within a year by avoiding unneccesary calls
- 2 recommended responses used per case, saving time on responding to clients
Usability
Other Software Used
ChatGPT, YoCierge, Smokeball
