Category Archives: Reference
Reviewing case-wide documents
Using our secure online document repository, clients can access all of their files for a particular case from anywhere they have Internet access. …
Uploading files
You can upload files of any type and size to the repository. However, you should be mindful of the following when uploading large files …
Offer direct deposit
Did you know you could save anywhere from $1.00 to $2.50 per payment by using direct deposit instead of paper checks? In addition to substantial cost savings, there are other benefits: …
Email request acknowledgment as soon as job is set
When you receive a new job request from a client, it is a good practice to send an acknowledgment to let the client know that you have received the request and will call a day before to reconfirm the job. …
Email cancellation confirmation as soon as job is cancelled
When a job is cancelled or rescheduled by a client, it is critical to send a confirmation to let the client know that the original job setting has been cancelled by the client. This will protect your firm from a possible law suit in the future. …
Confirm next day’s jobs by email
Instead of calling each client to confirm the next day’s job, send confirmation request emails to all clients at once first thing in the morning. …
Change the default settings for the subject line and body of emails
These instructions apply to both confirmation and cancellation emails …
Using the global clipboard
You can copy text from look-up fields in one function, then paste into the same type of fields in another function. …
Offer incentive bonus programs
Well-planned incentive bonus programs can help you attract and retain highly talented reporters. …