Release 29.11.2023
Fresh out the oven 🔥
We are excited to introduce our latest release - The Attribution Project.
The Attribution Project offers several focused modules:
- Lead Capture: This module facilitates the collection of crucial customer data.
- Marketing Data Analysis: aids in deciphering the success of your marketing campaigns.
- Enquiry Process Streamlining: This section enhances the enquiry process and aligns it with the necessary qualifications.
- Reporting: Comes equipped with enhanced reporting features that gives detailed insights on lead status, bookings and daily results.
- User Experience Enhancements: Includes minor tweaks to improve both our Client Care Portal and Enquiry Form for better user experience.
👇 To see the full release details please click below 👇
Attribution Full Release Notes
Introducing Tiny Tips 💡
With each new release, CasePlan is continually expanding, and our firm is growing in tandem. We are dedicated to ensuring a seamless user experience for everyday tasks. To achieve this, we will regularly update this blog post with useful tips and tricks that new users may not be privy to. Stay tuned for these updates to make the most of your CasePlan experience. Please check out 👇
Tiny Tips
Introducing Perf Review 🏎️
Speed is crucial for an enhanced and seamless user experience. Starting from the end of this year, we will consistently roll out performance updates alongside maintenance updates. Our aim is to minimise your waiting time in front of the loading icon and allow you to concentrate on what truly matters. We're committed to providing you with a more efficient and uninterrupted service.
Here are a few areas we are focusing on:
★ Enquiry save time
★ Concurrency issues in Enquiry (loss of data)
★ Site Creation failures for new Clients
★ Task Page/ Matter Tasks slowness 🔜
🔜 Features in the upcoming Maintenance Release
Here's a sneak peak of what to expect:
★ New Columns for Client Care Portal
★ Client Care Report changes
★ Daily Follow-up email for Client Services Team
★ Add Defendant /Respondent tab to Case Manager for PL
★ Show Matter Notes in Case Manager table view
👇 Check out how you can provide us valuable feedback
Keep the feedback coming — we so appreciate it,
