LIST OF MWM LAW LINKS FOR CLICK-TO-WILL CHATBOT
- CSR – MEMBER CHATBOT TRACKING FORM
- CSR – LINK TO CHABOT TEXTING / SMS PROGRAM
- CSR – LINK TO NEW JERSEY WILL CHATBOT
- CSR – LINK TO DELAWARE WILL CHATBOT
- WILL & ESTATES TEAM – LINK TO GIDEON LOGIN
- MEMBER – CHATBOT SURVEY FORM FOR MEMBER’S FEEDBACK & REVIEW
MWM GUIDE FOR CLICK-TO-WILL CHATBOT
- 1st SCERNIO – Texting link
- CSR: Thank you for calling MWM. My name is_____________________.
- MEMBER: I would like to take advantage of the Will Benefit
- CSR RESPONSE: I will be very happy to help you with that. I would like to text or email you a link so that you can complete the Will Questionnaire on-line. Is it ok, if I text you the link? If yes, go to this link and follow instructions below:
- FOR SENDING TEXT MESSAGES:
https://mwm-law.com/click-to-will-chatbot/njdewillchatbotsms/ - INSTRUCTIONS
- CLICK LIN:
https://mwm-law.com/click-to-will-chatbot/njdewillchatbotsms/ - BOT line- hit the arrow down icon/select applicable state
- DE DOCUMENTS –FINAL [11-15]
https://mwm-law.com/click-to-will-chatbot/dewillchatbot/ - NJ DOCUMENTS – FINAL [11-15]
https://mwm-law.com/click-to-will-chatbot/njwillchatbot/ - If the member states I prefer to receive an email, please send this link to the member via email.
- CLICK LIN:
- FOR EMAILING MEMBERS:
- E-MAIL THE LINKS CORRESPONDING TO THE MEMBER’S STATE
- DE DOCUMENTS –FINAL [11-15]
https://mwm-law.com/click-to-will-chatbot/dewillchatbot/ - NJ DOCUMENTS – FINAL [11-15]
https://mwm-law.com/click-to-will-chatbot/njwillchabot/
- DE DOCUMENTS –FINAL [11-15]
- The member will be directed to the MWM Web Page – CLICK-TO WILL CHABOT
- E-MAIL THE LINKS CORRESPONDING TO THE MEMBER’S STATE
- CSR: Open an intake in Adonis, comment the intake and place it in “Waiting for Member Status.”
- CSR: Input the Member’s intake into the tracking form
https://mwm-law.com/will-chatbot-form/
- 2ND SCERNIO -The member prefers to manually fill out the Questionnaire and mail it in.
- CSR: Follow opening script
- MEMBER: I would like to take advantage of the Will Benefit.
- CSR RESPONSE: I will be very happy to help you with that. I will let our Estate Dept. know that you would like a questionnaire sent to you. Would you prefer they email it or send it via regular mail?
- Open intake in Adonis, comment the intake: Member would like Will Questionnaire mailed to them/Member would like Will Questionnaire emailed to them. Please assigned intake to the EP Group.
- CSR: Input the Member’s intake into the tracking form
https://mwm-law.com/will-chatbot-form/