Outsourced Case Management Services
Client experience
Clients hear from your firm, on your number, and every message is logged in your CMS.
An outside team juggling several firms' cases.
Contact cadence
An update after every treatment milestone.
Usually a monthly check-in, if the queue allows.
Cost
A fraction of the cost of outsourced case management.
Priced per case, usually about $1000 per case.
Time on desk
The agent knows the case, so clients get answers without waiting for a callback.
Every caller is a stranger, however many times they've called.
Control and Branding
Your agents run in your systems, and your IP stays yours.
No control beyond editing scripts.
Client experience
Clients hear from your firm, on your number, and every message is logged in your CMS.
Contact cadence
An update after every treatment milestone.
Cost
A fraction of the cost of outsourced case management.
Time on desk
The agent knows the case, so clients get answers without waiting for a callback.
Control and Branding
Your agents run in your systems, and your IP stays yours.
Outsourced Case Management Services
Client experience
An outside team juggling several firms' cases.
Contact cadence
Usually a monthly check-in, if the queue allows.
Cost
Priced per case, usually about $1000 per case.
Time on desk
Every caller is a stranger, however many times they've called.
Control and Branding
No control beyond editing scripts.
Why firms run client communication with
Every client, looked after
Agents take care of the calling, so every client hears from you on your schedule.
Teams get their day back
Agents handle check-ins, answer routine questions and send updates on your cadence.