Manage your cases and clients efficiently and reliably
August 22, 2023

Manage your cases and clients efficiently and reliably

Nina Meyer | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

Within our organisation, monday.com enhances efficiency and teamwork. This versatile platform streamlines tasks, manages projects, and fosters transparent communication. Its customisable boards visualise cases and deadlines, simplifying progress tracking and task assignments. This aids in prioritisation, resource allocation, and workload management, notably for new client enquiries. It also helps us handle critical workflow deadlines, ensuring timely outcomes. Overall, monday.com helps us to harness efficiency, transparency, and collaboration across teams.

Pros

  • Notifications linked to email
  • Options for columns and tables
  • Keeping on top of tasks in collaborative ways
  • Customizable Workflow Management
  • Visual Task Tracking
  • Automations
  • Collaboration (incl. coss-departmental)

Cons

  • More specific notifications
  • Template Library Customisation - this way we don't have to recreate a new template every time
  • Offline access - it would be great to have access to this offline when for example en route
  • More specific notifications that go to individual's email and modification of email text
  • App functionality enhancements
  • Positive - Enhanced efficiency: Getting back to clients faster
  • Positive - Collaboration: Manage things better as a team and across departments
  • Positive - increase transparency/accountability due to time stamps etc
  • Positive - ability to reallocate resources more efficiently
  • No Negatives
Monday.com seems to offer a user-friendly and versatile platform. A would rate the overall usability of monday.com at around 8 or 9. This is because: - Intuitive Interface: Monday.com is designed to be user-friendly and intuitive, which is a major factor in usability. - Automated Features: Automated features can significantly simplify tasks, reduce manual effort, and enhance overall usability by streamlining processes. - Versatility: Offering a wide range of templates indicates that monday.com aims to cater to various industries and use cases, which enhances its usability for different teams and projects. - Deadline use availibility: Use this to avoid missing any pertinent limitation deadlines Only downsides is as I mentioned, lack of "security"/"confidentiality" due to ease to log into website without further restrictions so cannot necessarily replace case management system.
I've been fortunate not to require customer service, and while I can't currently rate support, the commendable user interface earns an 8. Not needing extensive support is a testament to the platform's effectiveness, aligning with my positive review. So all in all, positive rating.
We're content with the product as it has consistently delivered uninterrupted service without any major issues. Its contribution to our client management processes has been nothing short of crucial. By helping us streamline these processes, it has significantly accelerated our client case uptake. Furthermore, the platform's ability to facilitate task management both within our team and throughout the entire firm has been invaluable. It's become a non-negotiable in our operational efficiency and effectiveness.

Do you think monday.com delivers good value for the price?

Yes

Are you happy with monday.com's feature set?

Yes

Did monday.com live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of monday.com go as expected?

I wasn't involved with the implementation phase

Would you buy monday.com again?

Yes

Well-Suited Scenarios for monday.com in a Legal Context: - New client enquiries: For legal teams juggling lots of tasks and deadlines, monday.com keeps everything on track. - Deadlines management across departments

Less Appropriate Scenarios for monday.com in a Legal Context: - Confidential matters: Not great in terms of confidential matters because anyone has access. Perhaps better "locking down" features would be good. - Case management - still rely on separate case management software so cannot replace this as such

monday.com Feature Ratings

Project Management
8.3
Task Management
10
Resource Management
9
Gantt Charts
Not Rated
Scheduling
10
Workflow Automation
Not Rated
Team Collaboration
10
Support for Agile Methodology
Not Rated
Document Management
1
Email integration
10
Mobile Access
Not Rated
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Professional Services Automation
5.7
Quotes/estimates
6
Project & financial reporting
4
Integration with accounting software
7

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