Given the automation you would typically find in a workflow but shrink wrapped into selectable options to be deployed as and when you see fit and not when a workflow dictates. We can bundle up a whole variety of actions/processes into smart events for you and tailor them to your needs. This is all done as part of the consultancy and set up process prior to you going live with Denovo.
Workflow style automation
Multiple document packs to leads or clients
Digital onboarding of clients in minutes
Automated events to trigger the next message
Planned events can trigger any action to keep clients regularly updated
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Let us show you how to create a Smart Event.
How it works
Creating a Smart Event
We can create a new client smart event which when selected creates your TOB, Fee Estimate with correct charges and Money Laundering information. Smart Events can then be packaged up into one prepopulated email to the client and create a follow up reminder for 7 days’ time to follow up with the next action.
How it works
Enhance Manual Processes
“Using Smart Events in CaseLoad allowed us to reduce the time spent creating Client Care Packs down from 45 minutes to 45 seconds! The software gives us back valuable, fee earning time. It's incredible to think we used to do this any other way.”
Angela Ashcroft, Director , Mortons Solicitors
Benefits of using a Smart Event
Create Lead/Client/Matter Documents and/or Emails
Create & assign additional Events to Users.
Open or complete fields for Data Pages.
Run an action when an Email is Imported
Create & send Text Messages
Open web pages