Event Tracking and To-do Lists
Isokon contains an event tracking system integrated within the Isokon software. This facilitates 'progress chasing' - of all matters - and individual items within a matter, such as disposal of assets in a probate, for example.
To-do lists are produced by matter, by department or by Fee-Earner, who can therefore use the to-do list to select their work.
All to-do lists have a drill-down facility directly to the relevant case.
Department heads can use to-do lists to monitor progress on departmental work.
By viewing the 'work done' part of the event management screen, you will be able to provide your enquiring client with an instantaneous response without having to look for the file. and thus avoiding the need to return the client’s phone call.And then having to diarise to return the client's call.
Using Isokon in this manner will ensure that you will avoid the danger of irritated clients and beneficiaries, and the risk that they are quite likely to take their future legal work elsewhere.
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