Tip #275 - How To Use The Intake Follow Up Dashboard

The Intake Follow Up Dashboard was designed to allow your staff to view a list of leads, all on one screen. This also allows staff to quickly follow up with those leads. They could be leads that your staff may have input through Intake Wizard (formerly “Case Wizard”). They could also be leads that may have been pushed to SmartAdvocate through an integration (e.g., call center, website chat, etc.).

Note: In SmartAdvocate, we generally refer to all matters as “Cases” including those that have not yet been retained.

The Intake Follow Up Dashboard is automatically populated and will display leads in one of the Pre-Sign Statuses (see below on how to configure System Parameters to designate the appropriate statuses to include on the Dashboard). Once a matter has been retained, and the status is changed accordingly, it will no longer appear on the Intake Follow Up Dashboard.

There are a few filters that can be used to display the leads you want to show. When the Dashboard is accessed, it will automatically display leads that have been assigned to that user.

The filter in the top left corner will allow the user to choose a different staff to display leads that have been assigned to that person. You can also choose to have all leads displayed regardless of who they are assigned to.

There are filters that will allow you to select leads based on the number of days since the last note was entered (i.e., notes entered within the last day, three days, five days, ten days, or all notes).

Some of the Columns Available on the Dashboard Include:

Case Type

Open Calendar Items

Attorney

Case Manager

State

Status Comment

Paralegal

(and others)

The “Edit Status” column will allow you to change the status from the Dashboard without having to access the matter directly. You can also add a new note from the Dashboard without having to open the case.

Since your statuses may have been customized, your Admin can configure System Parameters to choose the statuses your firm wants to include in the Intake Follow Up Dashboard.

Here’s How: Go to Admin > System Parameters

1. Filter under Group Description for “Dashboard – Intake Follow Up”

2. Edit the Value to select the Statuses you want to populate on the Intake Follow Up Dashboard (only matters in those statuses will be populated to the Dashboard)

3. Select Statuses for Intake Follow Up Dashboard

4. Click the Close button then save your selections