Rocky Law - LeadDocket Feedback

  • Participants Introduction: Anthony, Dina, Alexis, CJ, Tiffany, Bridget, Igor, and others participate in a feedback call regarding the transition from LeadDocket to Smart Advocate.

  • Transition Challenges:

    • CJ mentions challenges in transitioning to Smart Advocate; team was used to LeadDocket, making adjustment difficult.
    • Visual differences between systems created a learning curve for the intake department.

  • Favorites & Functionality:

    • Loved dashboard in LeadDocket for easy visibility of lead statuses.
    • Intake team now has to navigate through filters to view data they previously saw on a single dashboard page.

  • Feedback Focus:

    • Team seeks detailed feedback (good, bad, and ugly) to improve the intake visit.
    • Importance of easy access to lead statuses acknowledged.

  • New Features Discussion:

    • Mention of a proposed intake dashboard to better track leads in various statuses.
    • Round Robin lead assignment feature discussed, which could improve efficiency.

  • User Experience & Reporting:

    • Reports in Smart Advocate praised once team figured out how to utilize them effectively.

  • Referral Functionality:

    • Teams are utilizing the referral portal in Smart Advocate; initial confusion reported but overall positive feedback.

  • Customization Needs:

    • Need for adaptable dashboards mentioned, suggesting importance of tailored solution for intake processes.

  • Improvements on the Horizon:

    • Team open to feedback for ongoing improvements and ensuring features suit intake needs better.

  • Conclusion & Collaboration:

    • Positive feedback noted on Smart Advocate; willingness to collaborate for enhancements expressed.
    • Follow-up on proposed dashboard and continued communication.