How to use your centralized communication hub
One of the easiest ways to find sustainable growth with Marble is adhering to The Marble Standard, a set of best practices for the optimal client experience. One thing we’ve learned: most of client satisfaction is rooted in efficient and consistent communication. It can help reduce withdrawals, increase retention, save time by reducing inbound messages and help you earn more with Marble.
In service of making communicating with clients easier for you, we created a centralized communication hub in your Marble Attorney Home.
You can now:
See all of your unanswered messages and overdue communication tasks in your Marble Attorney Home–the hub will work as long as you're using your dedicated Marble email
Marble can only track communications sent through this email, so using it is a crucial step towards ensuring you never miss a message again
Delegate messages to members of your team
Mark messages you’ve handled as resolved
Curious about when to use your Marble Attorney Home and when to use Lawmatics?
Note: Emails, texts, missed calls will automatically be cleared from your communication task list if you respond to the client via the method they reached out to you (and very soon, even if you respond via other methods!). Inbound tasks do require you to manually Mark as Resolved to ensure the Marble teams are aware that the message was addressed.
Here's a breakdown:
Marble Attorney Home:
Submit closures
Submit addendums
Submit work for client withdrawals
Resolve and delegate tasks based on client communications (this is where the communications hub comes in!)
Lawmatics:
Submit new client call form
Make case updates
Submit reassignment requests
Submit client withdrawal requests
Submit/resolve tasks for legal needs (i.e. filing documents)