What’s included? How does implementation take? Find out below!
New tickets flow into the system easily. You have multiple ways to start a new contract or project, both internally and externally. Internally, you can create a ticket within ALOE. If you receive an email from an outside party, you can start a new ticket from that email. Do you prefer your clients to use contract intake forms for requests? Not a problem – we do that too.
Documents are locked when they are being “edited.’ Only one person can work on a document at any time. Other users can download a document if it’s in use, but cannot edit it. All versions of a document are tracked within each ticket and have a designated owner and a clear view of the final file for version control identification. If any changes are made to a document, the owner is notified.
Yes. ALOE provides a URL where intake forms can be published for internal and external clients to make requests of your team. The intake form fields can be made to be optional or mandatory so that only complete requests come in. Also, a designated email address for individuals to request and interact with your department can be mapped to any work board. Work can also be created by an ALOE user via Outlook plug in or in ALOE.
The URL landing page that houses your intake forms is customizable to your needs, can include as many or as few form links, and can be organized in a meaningful way for your organization.
Does ALOE enable email alerts, escalations, and/or workflow triggers based on specific contract milestones, such as volume thresholds, payment schedules, expiration dates, renewal notifications, etc.?
Yes, ALOE allows for email alerts and escalations for payment schedules, expiration dates, and renewal dates, or any other field associated to your forms. You get custom automations, allowing certain triggers to begin a workflow or automatically do tasks for you so you don’t have to spend you valuable human hours.