Owner setup center

Set up your Treatment Compliance Follow-Up snapshot.

Work straight down this page after installing the snapshot. The workflows and both agents are already built; these steps connect them to your office.

6 setup steps5 acceptance testsNo coding requiredAgents stay off until you finish
START HEREOWNER SETUP

Treatment Check-Ins
Activation

Office nameRequired
Email senderRequired
Caller IDRequired
Privacy policyRequired
01 · Office name

Tell clients who is calling.

VariableDefaultSet it to
Company Nameour office

Your law office name, as clients should hear it.

Where: Settings, then Global Variables.
02 · Email

Connect your sender.

  • 1
    Select an email sender

    On every email step in both workflows.

  • 2
    Confirm the support address

    Case-team notices go to your account's support email. Make sure it reaches the right team.

03 · Caller ID

Place the weekly calls.

  • 1
    Choose the from-number

    On the Weekly Check-In Call step.

  • 2
    Check calling hours

    Enroll clients at a time of day you are comfortable calling them.

04 · Spanish calling

Keep the Spanish coordinator ready.

  • 1
    Review the voice

    Ramón is preselected; choose another Spanish voice if you prefer.

  • 2
    Set the language on contacts

    Clients whose language is Spanish are transferred automatically.

05 · Privacy

Approve how treatment data is handled.

  • 1
    Recording and retention

    Decide whether calls are recorded and how long answers are kept.

  • 2
    Who can see answers

    Treatment answers live on the contact record; limit access to the case team.

06 · Enroll and test

Prove it with a test client, then enroll.

Treatment setup journey
Setup order. Enroll clients only after the tests pass.
Text version of this diagram

Install the snapshot, set the Company Name, connect an email sender and confirm the support address, choose the caller ID for check-in calls, assign a Spanish voice line if needed, approve the privacy and recording policy, test with a sample client, then enroll clients.

TestExpected behaviorPass condition
Enroll a test clientWeekly call

Call arrives; stage In Treatment.

Answer as the clientCheck-in

Name confirmed first; answers on the contact; notice without details.

Do not answerRetry

A call follows the next day.

Answer as someone elsePrivate close

Nothing about treatment is said.

Answer in SpanishTransfer

The Spanish coordinator continues the call.

Setup complete.

When the tests pass, activate both agents and enroll your clients.

Return to the review hub →