Transforming Client Engagement with Engage
23 Dec 2024, posted in News
Leading law firm, Bott and Co, sought an innovative approach to improve client engagement, streamline processes, and enhance their clients’ experience throughout the claims journey. To achieve this, they partnered with Engage, known for their expertise in developing engagement solutions tailored for the legal sector.
Designed to streamline various stages of the client lifecycle—from initial awareness to onboarding and beyond. The Engage platform empowers Bott and Co to deliver personalised communication, ensuring clients stay informed and engaged throughout their claims journey. Key functionalities include digital onboarding, seamless communication, and real-time case updates, enhancing transparency and satisfaction.
The core of the solution is a responsive, mobile-friendly client portal, allowing clients to access all necessary information and receive timely updates. This portal enhances client autonomy, enabling them to review documents, upload information, and track claim milestones easily.
Using the Engage API, Bott and Co automated routine communication processes. Clients now receive personalised notifications and reminders at crucial stages, reducing manual workloads and ensuring a consistent client experience.
The Engage platform provides valuable data insights, allowing Bott and Co to track engagement levels, client satisfaction, and overall platform success, enabling data-driven decisions for continuous improvement.
By integrating Engage with their case management system, Bott and Co optimised internal workflows, leading to increased efficiency and reduced operational costs.
Expected Outcomes:
Increased Client Satisfaction: Bott and Co anticipates a 25% rise in client satisfaction due to the platform’s user-friendly, transparent interface.
Improved Efficiency: Automated processes and streamlined workflows are expected to reduce manual tasks by up to 40%.
Enhanced Revenue Potential: Improved client experiences are projected to lead to a 20% boost in client referrals and a 10% increase in upselling opportunities.
Operational Savings: Centralising client interactions on one platform could reduce operational costs by up to 30%.
By partnering with Engage, Bott and Co are positioned to deliver a superior client experience, combining transparency, efficiency, and engagement. This strategic investment not only enhances client satisfaction but also contributes to Bott and Co’s long-term growth and operational excellence.
