Recommended platform setup for practice management

Use Medallia Concierge to keep business operations on track and notify clients of case updates, billing notifications and practice specific information. Medallia Concierge can also be used internally to keep Attorney's up to date on important case updates, schedule changes or appointment reminders.

Here's our recommended platform configuration for using Medallia Concierge as a key tool for practice management.

KEY INTERACTIONS to think about:

• Billing Questions/Reminders: Request payment, notify of late payments.

• FAQs: Help answer questions regarding insurance, specific court protocols, Practice-specific information.

• Internal/Staff Interaction: Easily communicate between Departments: Intake, Paralegal, Lawyer, etc. Send updates directly to employees.

TEMPLATES to create to help standardize replies to FAQs:

• Address

• Operating Hours

SEGMENTS to create to help you with grouping your contacts by key attributes:

• Late to Payment

• Employee

• {Language} Speaking

ZINGS to create to automate your communication and processes:

• Autoresponder

• Late Payment Notification

Want to see a step by step walkthrough of this and other Law Firm use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.