The Referral Agent logs every referral to its source, sends thank-yous and status notes, and keeps a cadence with each CPA and attorney for the principal.
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The Referral Coordination Agent checks the network, gets the authorization, books the specialist and reports back, so your staff stay with patients.
The Client Retention Agent surveys clients when a matter closes, asks for reviews and referrals at the right moment and keeps past clients in touch.
The Client Retention Agent surveys clients when a matter closes, asks for reviews and referrals and keeps in touch, so attorneys focus on current clients.
The Post-Close Follow-Up Agent orders closing gifts, sends home anniversary notes and asks for reviews and referrals so agents can focus on new clients.
The Referral Program Agent tracks every member referral, thanks and rewards the referrer, and gives referred friends VIP onboarding, freeing sales staff.