As an owner, Filevine has given me total oversight into the entire workings of my company. During a time where we are all working remote, it has kept our productivity at an all-time high.”
Unified and centralized case management
Before Filevine, Elevate struggled with internal knowledge sharing because most client information lived solely with the intake lead or case manager. “Each employee can easily access all the information on any case. This is particularly important in our industry where different clients may be using the same donor or if egg donor clients now need a surrogate. Cross-referencing client information has never been easier.” For the first time, Elevate can transfer clients mid-case to a new owner because all information and communication is accessible in a central location.
Efficient lead processing and follow-up
With several hundred leads to process each week, Elevate had slow communication and a long conversion timeline. Lead Docket and Filevine have helped them organize leads, automate processes, and simplify follow-up to convert leads quicker. Elevate shares “within the first week of using Lead Docket and Filevine we saw a significant increase in communication with leads as well as an uptick in overall client signups.”
Optimized document collection
Working in assisted reproduction, Elevate needed a solution that was convenient and HIPAA compliant. Filevine allows Elevate to quickly generate common documents with a click and maintains compliance with e-signature and faxing capabilities. “DocGens has been an enormous time-saver for us,” Elevate explains.
Game Changers