Paladin Insights Surveys allows pro bono administrators to send surveys to attorneys to gain knowledge about pro bono matters.
Survey Templates
Admins are able to create templates to send out to timekeepers listed on matters.
Create New Templates
On the Survey tab, toggle to Templates to view all existing templates or create a new template.
Click Add new template to create a new survey.
Provide a Title and Description. Adding to Favorites will keep this survey at the top of the list.
Click + Add Question to add a question type: Text (Open Ended), Scale (1-5), Multiple Choice, Yes/No.
The questions can be duplicated, deleted, moved up and down in the question order. Questions can also be marked as Required or Optional.
To complete the survey, click Create Survey Template.
Edit Existing Templates
To edit an existing template, click the three dots in the upper right corner, select Edit. Make any changes to the questions, similar to creating a new template. Be sure to save the template to keep the changes.
Sending Surveys
Sending a survey is easily done through the Matters tab. Select the matter(s) to send the survey and determine who should receive the survey.
💡 TIP: Create a matter view to narrow down matters to send surveys in bulk
Send Survey to a Single Matter
Sending a survey to a single matter will allow you to select the survey type, as well as who should receive the survey: All Timekeepers, All Assigned Timekeepers, or a single timekeeper on the matter.
Send Survey to Multiple Matters
Sending a survey to multiple matters at the same time is simple: select the matters, select the template, and indicate the audience for the survey: all timekeepers on the matter or only assigned timekeepers.
Select the survey
Select the timekeepers
Viewing Survey Results
Survey results are seen through the Survey tab, within the Active surveys. Click on the survey name and number to view the results. Filter down by the various filters or search by the information to surface the results.
🤔 Resend a survey to the timekeepers to send a reminder email to those who were originally sent the survey.
Results are segmented by question or by timekeeper.
ℹ️ Results can be exported via Actions to Excel or CSV
Closing Surveys
Closing a survey is respective to the survey and the matter, closing a survey doesn't impact the same survey sent
Viewing Survey Results in Matters
Matters with surveys that have been sent will have a history of the matter name and date which it was sent. Click on the the matter name to be directed to the Survey responses.
