Forum Moderators: phranque
Help!
We need a web based case management system to help us handle our client's claims.
The information held on the case management system would be our client's personal details as follows: -
Client Name
Address
Postcode
Telephone Number
Date of Birth
National Insurance Number
Source of Referral
We need the case management system to create a unique reference number for each new client.
The main purpose of our new case management system would be to send standard letters to each of our client's in word format.
We will also need a diary system in place so we know when to chase our client's just in case they don't reply
Outsource it. No question whatsoever.
Juicy prospects may also have their downside and or risks ..make sure what you are getting into .. if you are the "primary contractor" ..the legal "buck will stop with you" ..