The Client Feedback module is used to collate and report on client responses; allowing oversight of a client's experience, and management of any further action required.
Navigate to Modules from the Home Page and select Client Feedback from the menu.
The first section of the form allows you to record the Client/Matter Details and the internal details such as Fee Earner.
The next section allows you to record the feedback details, including the date it was received and the Client’s responses to the various questions asked.
The final section of the record will allow you to confirm if any concerns have been identified or if further action is needed
Note: Examples include contacting the client for more information, communicate feedback staff training etc.
If you select No to Is Further Action Appropriate, the record will save.
If you have selected Yes to Is Further Action Appropriate, you will be prompted to create a task to assign a User/Group to complete the action(s) specified.
Complete the details of the Task and click Schedule Task.
The record is then saved, and the task assigned to the selected User.
For information on how to action/complete this task, please see Complete a Client Feedback Task.
Should you need any further support please contact the team at firstname.lastname@example.org or call 01206 321 391.