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Onboarding Reimagined Milestones for call notes

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Customer 360 Dashboard:

Goal:

  1. Manage & Grow - Cx should achieve Habit moment
  2. Accounting, PI & Duo - Cx should achieve First Value

Current products:



defaultyesnameManage


Manage Milestone achieved - 

Not setup, Setup, First Value, Habit momentnameManage Milestone


Drive them towards the below next step(s) in the upcoming call or send it as homework,



if
`Manage Milestone` = "Not setup"


  1. Create 1 Contact AND
  2. Create 1 Matter AND
  3. Create 1 Time entry OR Expense entry



elseif
`Manage Milestone` = "Setup"


  1. Create 2 Bills OR
  2. Create 2 Calendar Events



elseif
`Manage Milestone` = "First Value"


  1. Encourage & drive them towards 6 Matters / 6 Time entries / 6 Payments / 6 Bills / 12 Calendar entries



elseif
`Manage Milestone` = "Habit moment"


  1. Acknowledge: Appreciate their progress.
  2. Collect Feedback: Review with them what worked well and what didn't.
  3. Drive continuous adoption:
  4. Encourage them to keep the momentum and teach them how to build regular habits in Clio.
  5. Based on their workflow teach,
  6. Tasks and task automation
  7. E-signatures and Document automation
  8. Email log (with or without add-ons)











defaultnonameGrow


Grow Milestone achieved - 

Not setup, Setup, First Value, Habit momentnameGrow Milestone


Drive them towards the below next step(s) in the upcoming call or send it as homework,



if
`Grow Milestone` = "Not setup"


  1. Connect to Manage
  2. Create 1 Contact AND
  3. Create 1 Matter AND
  4. Import Custom Fields / Setup Intake Form / Setup Doc Template / Create Checklist / Create Automated WF / Setup Scheduler



elseif
`Grow Milestone` = "Setup"


Based on their workflow, drive them to complete ANY ONE of the below,

  1. 2 Appointments Scheduled via Scheduler
  2. 2 Documents e-signed
  3. 2 Forms filled out
  4. 3 Automated WFs applied
  5. 2 Checklists applied to matters
  6. 1 Lead accepted from LSA integration
  7. 1 Website published
  8. 2 Matters converted to Manage
  9. 2 Leads sent to the Lead Inbox



elseif
`Grow Milestone` = "First Value"


  1. Create 4 matters



elseif
`Grow Milestone` = "Habit moment"


  1. Acknowledge: Appreciate their progress.
  2. Collect Feedback: Review with them what worked well and what didn't.
  3. Drive continuous adoption:
  4. Encourage them to keep the momentum and teach them how to build regular habits in Clio.











defaultnonameAccounting


Accounting Milestone achieved - 

Not setup, Setup, First Value, Habit momentnameAccounting Milestone


Drive them towards the below next step(s) in the upcoming call or send it as homework,



if
`Accounting Milestone` = "Not setup"
 

  1. Connect to a bank / 1 Transaction Created Manually



elseif
`Accounting Milestone` = "Setup"
 

  1. 4 Transactions Created / 1 Operating Deposit 



elseif
`Accounting Milestone` = "First Value"
 

  1. Reviewed Transactions in 2 Consecutive Weeks AND
  2. 1 Report View / 1 Reconciliation Completed



elseif
`Accounting Milestone` = "Habit moment"
 

  1. Acknowledge: Appreciate their progress.
  2. Collect Feedback: Review with them what worked well and what didn't.
  3. Drive continuous adoption:
  4. Encourage them to keep the momentum regularly on a weekly/monthly basis by creating or editing 1 Accounting Event. 











defaultnonameDuo


Duo Milestone achieved - 

Not setup, Setup, First Value, Habit momentnameDuo Milestone


Drive them towards the below next step(s) in the upcoming call or send it as homework,



if
`Duo Milestone` = "Not setup"
 

  1. 1 Usage of Any Feature



elseif
`Duo Milestone` = "Setup"
 

Based on their workflow, drive them to complete ANY ONE of the below,

  1. 4 AI Generated Messages
  2. 9 Chat Interfaces
  3. 9 Recommendations
  4. 8 Documents Summarized
  5. 6 Documents Analyzed



elseif
`Duo Milestone` = "First Value"
 

  1. 15 Documents Summarized / 15 Recommendations AND
  2. 12 AI Generated Messages / 13 Chat Interfaces / 7 Documents Analyzed



elseif
`Duo Milestone` = "Habit moment"
 

  1. Acknowledge: Appreciate their progress.
  2. Collect Feedback: Review with them what worked well and what didn't.
  3. Drive continuous adoption:
  4. Encourage them to keep the momentum and teach them how to build regular habits in Clio.











defaultnonamePersonal Injury


PI Milestone achieved - 

Not setup, Setup, First Value, Habit momentnamePI Milestone


Drive them towards the below next step(s) in the upcoming call or send it as homework,



if
`PI Milestone` = "Not setup"
 

  1. Manage ‘Setup' Milestone attained AND 
  2. 1 PI License Allocated



elseif
`PI Milestone` = "Setup"
 

  1. 2 Medical Providers Created AND 
  2. 2 Medical Bills Created / 2 Medical Records Created / 2 Medical Bill Status Updated / 2 Proposed Recoveries Created



elseif
`PI Milestone` = "First Value"
 

Based on their workflow, drive them to complete ANY ONE of the below,

  1. 5 Medical Providers Created
  2. 10 Medical Bills Created
  3. 10 Medical Records Created
  4. 10 Medical Bill Status Updated



elseif
`PI Milestone` = "Habit moment"
 

  1. Acknowledge: Appreciate their progress.
  2. Collect Feedback: Review with them what worked well and what didn't.
  3. Drive continuous adoption:
  4. Encourage them to keep the momentum and teach them how to build regular habits in Clio.









Snippet preview

Customer 360 Dashboard:

Goal:

  • Manage & Grow - Cx should achieve Habit moment
  • Accounting, PI & Duo - Cx should achieve First Value

Current products:

Manage Milestone achieved -

Drive them towards the below next step(s) in the upcoming call or send it as homework,

  • Create 1 Contact AND
  • Create 1 Matter AND
  • Create 1 Time entry OR Expense entry