When your clients aren’t sure what to answer, they can simply ask you a question right next to the item they are struggling with. You’ll get a notification and can reply to them directly in Content Snare.
Comments are a great way to identify trends like which questions your clients tend to struggle with. If several clients get stuck on the same question, it’s an opportunity to improve your process and provide some more guidance for that item.
See a full history of interactions including when clients first submitted an answer, when charges were requested and when it was approved.
“Now everything goes straight into Content Snare, and if clients don't have something, they leave a comment. Our work in progress has dropped because there's no more back and forth of 'you forgot your toll notice' or 'we claimed this last year but you haven't provided anything.'”
