We were able to have our first run through of Settle Me with a client, which in theory is a brilliant idea and we would certainly use this with all of our clients. However we found Settle Me wasn't user friendly, in particular:-
In the client setting up their profile they were asked multiple questions about themselves and the property, which could result in client's putting the set-up into the 'to hard' basket.
When setting up the client's profile, the Workspace ID section is on the second page, if this is wrong or there is an issue with it, the client has wasted time entering in all the other information.
Tasks for the specific workspace can't be set-up until a client has registered, resulting in the client not seeing accurate tasks upon completing their registration, which would come across as unprofessional to a client.
The log-in registration doesn't ask for the full name of the person.
The confirmation email to the client that their profile is set-up is very poorly worded and confusing to clients.
Questions
If there is multiple proprietors, can they set-up their own log-in?
How can a Power of Attorney person set up a log-in for them to view the matters?
Suggestions
Allow the Subscriber to allocate a password to the client that they can change after their initial log-in, making registration simple for clients.
Allow emails to be customised fully by the subscriber.
Permit tasks to be set-up per client before the subscriber sends the invitation to the client.
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