So, you just signed up with Rally and you are ready to start building out your Menu of Services (MoS). Below are a few things we ask for people to keep in mind as you get up and running to keep you on the right track.
It is important to note that you may not have this feature included with your subscription. You can tell if you have this feature by checking for a link to your Menu of Services on your Team Settings page.
1. Start Small and Build
We see many firms get very excited about all of the potential things they can do with the Menu of Services. We encourage you to begin adding things to the Menu of Services that you think will be most commonly used. From there, you can continue to add services as time allows rather than waiting until you have it all built out to begin realizing the benefits. You will find that the project will seem much more manageable this way.
2. Start using the Menu of Services with your existing clients
In order to realize the benefits of your Menu of Services as soon as possible, we recommend using it with existing clients right away. Although the long-term vision may be to direct new clients to the Menu of Services, there is no reason to wait before using it with existing clients.
Existing clients will be more likely to provide feedback that prospective clients might not feel comfortable sharing. For example, they could tell you that some of your descriptions are too wordy or confusing, or that they found there was too much legalese. This is all valuable information to have as you continue developing your questionnaires and Menu of Services.
3. Keep Questionnaires Simple
When building your questionnaires there are a few things we recommend to keep things as clear and simple as possible for your clients.
Limit the number of questions - When building questionnaires, ensure that each question you are asking is providing value to you and giving you the necessary information you need for the matter. The shorter and simpler the questionnaires, the more user-friendly they will be for clients which will increase usage.
Try not to use too much legalese - Keep the phrasing of questions as simple as possible and use terms that everyone understands. If you need to use legal jargon, ensure to provide an explanation of what you are looking for or provide examples.
Use the Helper text in questionnaires whenever it may add value - We recommend that for any questions that have the potential to be misinterpreted, rephrasing the question in the helper text will provide additional context the questionnaire filler needs to properly complete the form. This may seem redundant but it is often difficult to predict which questions will confuse users.
Write clear and concise descriptions - The key here is to provide enough information so the client feels confident you will get the job done, but not so much that they become overwhelmed and confused about the process.
We recommend having someone that isn't in the legal profession review your descriptions and provide feedback on areas you could expand or cut out. Feel free to reach out to us at email@example.com if you would like someone from our team to review your content.