“As an owner of our company, Filevine has given me total oversight into the entire workings of our company. By running reports I am able to see how well our employees are doing by seeing how many cases they are managing and how efficient their work is. During a time where we are all working remote it has kept our productivity at an all-time high.”
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.
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.”
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.
“Filevine provides a fail-safe workspace. It has allowed us to maintain our quality of service while significantly increasing our client volume without having to hire additional employees.”