Response Rates

Understand how quickly clients respond to your requests:

• Overall Response Rate: Percentage of clients who submit documents by the due date. Track this over time to measure the effectiveness of your communication strategy.
• Client-Level Insights: See which clients consistently respond quickly and which need more follow-up. Use this to adjust your approach for different client segments.
• First Response Time: Measure how long it takes clients to open the portal after receiving a request. Low open rates may indicate email deliverability issues or unclear subject lines.
• Reminder Effectiveness: Track how response rates improve after sending reminders. Optimize your reminder timing based on this data.

Time to Completion

Analyze how long the document collection process takes:

• Average Completion Time: Mean time from request sent to submission received. Use this to set realistic due dates for future requests.
• Completion Time by Template: Compare how long different types of requests take. Complex forms naturally take longer than simple ones.
• Seasonal Trends: Identify busy periods when clients take longer to respond (e.g., tax season, year-end). Plan accordingly and adjust due dates.
• Bottleneck Identification: See which fields or sections clients spend the most time on. Simplify or provide better guidance for these areas.

Template Performance

Evaluate which templates work best for your clients:

• Completion Rate by Template: Compare completion rates across different templates. Templates with low completion rates may be too complex or confusing.
• Field-Level Analytics: See which fields are most often left blank or cause errors. Improve field labels and help text based on this data.
• Revision Rates: Track how often submissions need revisions for each template. High revision rates indicate unclear instructions or validation issues.
• A/B Testing: Create variations of templates and compare their performance to continuously improve your forms.