Ability to assign tasks to clients through Automation
in progress
M
Michelle SMITH
If we could have the option to have an automation assign a task to a client instead of just to staff, then it would help clients to stay on track and improve the functionality of the client portal and help clients look to the portal as the central hub for their matter instead of still looking to emails. For any practice area with set steps, documents, or processes that involve client participation assigning and reminding clients to tasks would be huge.
Vinny R
updated the status to
in progress
Natalia Dokim
We have a list of documents that the client must upload for each of our pipelines (cases). The ability to check out when it’s complete from there end provides them with a visual picture of what has been done and what is still outstanding. A follow-up email will not provide this visibility, but tasks will eliminate client frustration. Same for onboarding. We have retainer, invoice, POA, and documents upload steps. I know we can create the next step only after the previous step is completed, but if it will be listed as tasks on their portal, it still gives them more clarity of what needs to be done .
Vinny R
updated the status to
planned