Six ways case management can make law firms love them according to Sharedo
Nicola recently joined Sharedo after spending many years as Head of Continuous Improvement at one of the UK’s leading insurance focused law firms.
We asked Nicola who has waxed lyrical about her unique insights into why the Sharedo platform helped her previous firm create an experience that can consistently delight their clients.
1. HELP CLIENTS SELF-SERVE WITH ONLINE PORTALS
Use the out-of-the-box client portal feature to enable your clients to get key real-time information and updates on cases when they need it.
Minimise interruptions and distractions for your teams by empowering clients to use the online portal to access the right information at the right time.
You can easily control access and permissions and fully customise portals to personalise the client experience using the intuitive visualisation tools and widgets.
2. COLLABORATE… I MEAN REALLY COLLABORATE!
There are so many ways you can use Sharedo to work collaboratively with clients… as well as helping your clients self-serve, client portals also facilitate effective collaboration, ranging from information sharing and task allocation (for those pesky chasers!) to document collaboration and planning tools like key date calendars.
Portals can also be used by end customers, such as defendants and policy holders, so they can check case progress, provide information and access resources such as FAQs and guidance.
And if you want something even simpler, virtual data rooms provide the facility to easily and securely share files with key stakeholders such as counsel and experts, as well as provide controls like expiry dates and access controls.
3. BUILT-IN CLIENT SLAs FOR KEY DATES AND DEADLINES
Using Sharedo’s Statement of Work feature, you can define and set client SLA requirements that feed through to the relevant cases, meaning you don’t need to reply on your handlers good memory, and you can get rid of those cheat sheets and email reminders!
4. PROACTIVE DATA QUALITY TOOLS
We all know that data is king, well Sharedo helps you truly achieve this by introducing data quality rules. These rules can be applied as standard across different clients and case types to deliver improved consistency and quality, as well as being customisable based your needs and your client’s requirements.
Data quality rules can also be applied as phase guards; this means that you can design rules to ensure that relevant data is captured based on the case progressing through defined stages. For instance, you may want to ensure you have captured all critical information before you litigate.
5. RESPOND RAPIDLY TO CHANGING CLIENT NEEDS
Sharedo’s low code approach means its easier and quicker to update your processes to meet changing client needs.
We know that insurers are also on a journey of transformation, so that means law firms have to quickly adapt to meet these changing needs. Through Sharedo’s Visual Workflow Builder, you can build and adapt process workflows to quickly meet dynamic and changing requirements.
The tool is designed to be easy to use and understand. It comes with a toolkit of pre-built actions, so you never have to start from scratch. What’s even better is that you don’t need expensive developers with coding experience to build and update workflows, as the toolkit provides subject matter experts complete control to do this themselves.
6. CLIENT AND PORTFOLIO INSIGHTS AT YOUR FINGERTIPS
Dynamic dashboards and visualisations at every level provide actionable insights on matter management, client management and operations. Sharedo’s platform comes with inbuilt radars to bring information to life; from tracking reserve movements on cases and monitoring case lifecycles, to analysing trends in client instructions and outcomes.
Sharedo has Power BI integrated, meaning users get a seamless experience with embedded reports that can be customised and analysed, for your teams and client alike.
