Why tracking new complaints and undertakings within Proclaim is important
Tracking complaints and undertakings within Access Legal Proclaim is essential for organised and efficient handling. It centralises information, facilitates transparent communication, and assigns accountability. Such tracking enables timely resolution, supports data-driven insights, ensures compliance, and aids in customer satisfaction. By streamlining workflows and offering automation, the system enhances productivity. Furthermore, it serves as a repository of knowledge for future cases, promoting continuous improvement and informed decision-making.
What you can do to log and monitor a complaint or undertaking in Proclaim
Raise a new Complaint or Undertaking case from open matters or cases created within the Clients case type.
Track the complaint or undertaking case within the linked case.
Use a query search to view outstanding undertakings or complaints and undertakings cases by date range.
How to log and monitor a complaint or undertaking in Proclaim
Access our resources for guidance on how to log and monitor a complaint or undertaking in Proclaim:
Create a new complaints or undertakings case.
Run a query search where you can export the results.
Do you know your case types? (webinar).