Task 1 Send Feedback Request

Allocate a Web Questionnaire

Client Feedback Questionnaire
Will only run if the matter is web enabled

Send Merged Email Template

Email to client asking to complete online Feedback Questionnaire

Will only run if the matter is web enabled

Send Standard Letter

Letter to Client enclosing Feedback Questionnaire.
Will only run if the matter is not web enabled

Letter to Client enclosing Feedback Questionnaire

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Send Standard Letter

Workflow Questionnaire
Will only run if the matter is not web enabled

Feedback Questionnaire

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Add an automatic keydate to matter

Chase Response to Client Feedback request + 7 days

Task 2 Chase Response

Meet unmet keydates by type

CHASECLI

Send Standard Letter

Letter to Client Chasing Feedback on Service

Will only run if the matter is not web enabled

Letter to Client Chasing Feedback on Service

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Send Merged Email Template

Email to Client asking to complete online Feedback Questionnaire

Will only run if the matter is web enabled

Add an automatic keydate to matter

CLOSE – Close Matter + 7 days

Task 3 Client Feedback Received

Add A Dossier Date

Client Feedback Received = Today

Meet unmet keydates by type

CHASECLI

Meet unmet keydates by type

CLOSE

Allocate a Custom Questionnaire

Client Feedback

Allocate a Custom Questionnaire

Client Feedback Concerns

Add an automatic keydate to matter

CLOSE – Close Matter – Today
When Is there anything we can do to improve our service= No

Add an automatic keydate to matter

Respond to Clients Concerns – Today

When Is there anything we can do to improve our service = Yes

Task 4 Respond to Clients Concerns

Meet unmet keydates by type

CLOSE

Meet unmet keydates by type

CL_RESP

Send Standard Letter

Letter Responding to Clients Concerns

When Concerns Identified

Letter Responding to Clients Concerns

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Send Merged Email Template

Email to Client Responding to Concerns

When Concerns Identified

Add an automatic keydate to matter

Close – Close Matter + 0 days

Document pack for this workflow

Letter to Client enclosing Feedback Questionnaire

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Feedback Questionnaire

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Letter to Client Chasing Feedback on Service

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Letter Responding to Clients Concerns

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