We are very excited about our recent release of a new version of eLuminate – our proprietary lead and case management software! While changes were made to the overall look and speed of the software to enhance user experience, many of the functionalities our users have grown accustomed to remain the same. With that said, the addition of a few new features can help save you even more time following up with leads and streamline your practice. Here are some tips for getting the most out of eLuminate:
1. Hide the Sidebar to See More Information
Instead of a header menu across the top of the page, eLuminate now has a collapsible sidebar. This means that at any point you can expand the page width just by clicking the three bars next to the logo. When the sidebar is collapsed, you can still see the icons for each tab and if you hover over one, it will tell you the name of the module. This change allows you to review more leads at once.
2. Take Advantage of the Homepage
The homepage can give you a quick snapshot of everything going on in your account and therefore is a great tool for staying organized. You can customize the date ranges to see recent actions, pending tasks and upcoming events within a specified timeframe. You can also quickly view and access new leads on the bottom half of the home page
3. Use "Create Report By" Feature to Quickly Sort your Data
Once in the Leads view, you can use the "Create Report By" button to breakdown your data by any of the columns shown in the view. For example, if you want to see what percentage of your leads are pending, desired, signed, or disqualified, you can click "Create Report By" > "Result." This will give you the number of leads in each category, as well as the overall percentage. You also have the option of viewing a bar or pie chart with the data. This can be extremely helpful to ensure that your firm’s results are on track with your expectations for lead quality.
4. View your Schedule for the Next Month using the "Agenda" tab in Events
The Events tab allows you to see meetings, hearings, and anything else that you have scheduled related to your leads, matters, or contacts in the upcoming month. You can also add events for personal obligations, such as lunches, appointments, vacations and more. The Agenda tab includes the date, time, and event name, and lists your events for you, making it easy for you to prioritize and see what is coming up next.
5. Use workflow automation to streamline your intake process
With the new addition of workflow automation, you can cut down on the number of steps done manually in your intake process. Here are a few examples of how you can use workflow in eLuminate to automatically:
- Create a task for a lead owner to follow up with the lead on the next scheduled contact date.
- Send an email reminding the claimant about outstanding paperwork 1 week after initially sending the packet.
- Mark a lead as "Unreachable" when the call attempt number is 15.
- Send a "Welcome email" to the claimant when the result is marked as "Signed."
With the purchase of our legal case leads, you receive complimentary access to eLuminate! Our leads can help you to increase your caseload and eLuminate is there with you every step of the way to help manage your clients, contacts, and all paperwork associated with a case. To learn more about our Social Security disability, personal injury, worker’s comp, or employment law leads, give us a call at 617.800.0089 today!