Additional stages in the Kanban
There needs to be some extra stages in the Kanban, for instance not every case moves to DIP after a meeting but it doesn't need to stay in the 'meeting section' an additional stage like 'Future opportunity' would be great for storing clients who you have conducted an initial appointment with but are not ready to proceed.
Kanban needs extra status before DIP to check the document store has all documents attached or extra status/swim lane in-between Meeting and before DIP.
As the advisors may have had the meeting and is waiting on the clients, however admin cannot differentiate.
Greg Burnett
shared this idea
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Cavelle Johnson
commented
Additional section on the KanBan.
I think the addition of a section in the KanBan with the title of Awaiting Clients (or something similar) would be beneficial. We often have matters where we are awaiting the clients to come back to us with information/documents before we can proceed. I am currently storing the clients in the Call Back section as this seems the most appropriate however it is not accurate.
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Larissa Tait
commented
Kanban needs extra status before DIP to check the document store has all documents attached or extra status/swim lane in-between Meeting and before DIP.
As the advisors may have had the meeting and is waiting on the clients, however admin cannot differentiate.