Monitoring Client Status

1. Review Client Status: Log into the attorney portal and check the status of each client.
   • Active: Client has logged into the app.
   • Pending: Client has not yet logged in.

Follow-Up for Pending Clients

1. Send a Follow-Up Text: If the client's status is "Pending," send a polite text message to encourage them to download the app.

   Sample Messages:

   • "Hi [Client's Name], we noticed you haven't had a chance to log into the RECORD app yet. It's a key tool for your case. Let us know if you need any assistance."
   • "Hello [Client's Name], just a quick reminder to download the RECORD app to keep your case moving smoothly. Feel free to reach out with any questions."

Engaging Active Clients

1. Encourage Data Entry: If the client is "Active," encourage them to add as much information as possible.

   Examples of Information to Add:

   • Case journal updates
   • Pain scores
   • Doctor appointments
   • Prior injury information
   • Wage loss

   Sample Messages:

   • "Hi [Client's Name], great to see you're active on the RECORD app! Could you please update your case journal and add any recent pain scores?"
   • "Hello [Client's Name], don't forget to log your doctor appointments and any wage loss in the RECORD app. It's crucial for your case."

Regular Monitoring

1. Review Portal Regularly: Make it a habit to check the attorney portal for new client information. This ensures you're always up-to-date with the case details.

🔜 Coming soon

• Notifications System: We're in the process of developing a notifications system to alert you when clients add new information.
• Automated reminders: We’re working on the automation of follow up texts to get people on the app.
• API Integration: Soon, all client data will automatically sync with your case management software via API.

☎️ Support

If you have any questions about this process, please don’t hesitate to contact us!

<aside> 📲 Kenny Eliason 702-337-3127 [email protected]

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