Legal, finance and professional
Firms where any call could be a new client and discretion comes first. 56 use cases, written for each kind of business on its own.
- New matters screened by practice areaInbound
- Served papers flagged with the response deadlineInbound
- Unsigned retainers followed up after the consultOutbound
- Current clients put through to their file's assistantInbound
- Purchasers booked to sign before closing dayOutbound
- Signings booked with the exact ID to bringInbound
- Travel consent letters before the flightInbound
- Bedside and care home signings arrangedInbound
- Certified true copies for permits and schoolsInbound
- Day-before calls about ID, unsigned forms and signersOutbound
- Paid consults booked across time zonesInbound
- Passport scans and police certificates chasedOutbound
- "Was my application submitted?" answeredInbound
- Letters asking for more documents sent to the case managerInbound
- Clients called before their permit expiresOutbound
- Behind-on-the-books businesses brought inInbound
- "Did you get my slips?" answered from the portalInbound
- Missing T-slips chased before the April crunchOutbound
- CRA notices routed to the file's accountantInbound
- Corporate year-end meetings booked after fiscal closeOutbound
- Last year's clients rebooked in FebruaryOutbound
- Spring rush sit-downs and drop-offs bookedInbound
- "Your return is ready to sign" callsOutbound
- People years behind on filing booked inInbound
- Reassessment letters put through to a senior preparerInbound
- Retirement discovery meetings bookedInbound
- Withdrawal and trade requests put through to the advisor's assistantInbound
- Annual review meetings booked from the client listOutbound
- RRSP season calls to flagged clientsOutbound
- Bereavements and life changes sent to the advisorInbound
- Home and auto quotes taken in fullInbound
- New car added before the dealer pickupInbound
- Flooded basements and collisions sent to a brokerInbound
- Contractor certificates before Monday's jobInbound
- Renewal increases reviewed before the bill hitsOutbound
- Pre-approval consults booked with the checklist sentInbound
- Accepted offers with a Friday firm-up deadlineInbound
- Job letters and NOAs chased before the lender cutoffOutbound
- Realtors and lawyers told where the file standsInbound
- Renewals called before the bank's letter arrivesOutbound
- Kept, lost and stolen debit cards locked fastInbound
- Car loan and line of credit meetings booked by purposeInbound
- Loan applications chased for the last pay stubOutbound
- GIC and term deposit maturities called aheadOutbound
- Member mortgage renewals called 120 days outOutbound
- Offices fed up with their current IT providerInbound
- New hire laptops and accounts ready for MondayInbound
- Printers, lockouts and Outlook problems logged as ticketsInbound
- Office-wide outages and phishing clicks paged to on-callInbound
- Fixes confirmed with the user before the ticket closesOutbound
- Online applicants screened and booked with a recruiterOutbound
- Client crew orders for tomorrow's 6 a.m. startInbound
- Open shifts offered down the worker listOutbound
- 5 a.m. check-ins before the first shiftOutbound
- 5:30 a.m. sick calls logged and coveredInbound
- Missing Saturday hours sent to payrollInbound