Implementation and support
Hands-on from setup onward.
You know your clients and your standards. We do the configuration and technical work, check results with you on your own calls, and keep the setup current as clients change.
Your firm decides
- Your clients’ requirements and how they are read
- Review decisions, corrections, and coaching
- What is sent to your clients
Leucadia does the work
- Turning client forms into working scorecards
- Connections, client matching, and scoring
- Testing with you on your calls before go-live
- Keeping the setup current as requirements change
How we work together
Five stages, with clear responsibilities at each one.
Understand your clients and workflow
We learn how calls, client requirements, and reports move through your firm.
Your firm
- Share client QA forms and reporting requests
- Share a sample of your call reports
Leucadia
- Review each client form with you
- Map how calls arrive and how clients are identified
- Agree on what goes live first
Configure
We turn client requirements into working scorecards and connect your calls.
Your firm
- Answer questions where a form is unclear
- Confirm your client list and codes
Leucadia
- Build each client’s scorecard, with each question traceable to its form
- Connect your phone system or set up upload
- Set up client matching from your call reports
Validate together
You see results on your own calls before anything goes live.
Your firm
- Review test results with us
- Decide when each client goes live
Leucadia
- Test scorecards on your calls without writing official results
- Hold scoring for your workspace until client matching is verified, when needed
- Adjust and retest where results need it
Go live and train
Your team learns the work they will do in Leucadia.
Your firm
- Reviewers, supervisors, and owners join training
Leucadia
- Train reviewers on evidence, corrections, and coaching
- Show supervisors reporting, exports, and Ask Leucadia
Ongoing support and changes
Clients update forms and add requirements. We keep up with them, with you.
Your firm
- Tell us when a client changes its requirements
Leucadia
- Update and retest scorecards with you
- Help with questions and changes as they come up
When a client changes its form
A changed form is our job, not yours.
You send the new form
Forward it to us, or attach it to Ask Leucadia.
We compare and draft
We review what changed against the current scorecard and draft the affected questions.
We test on your calls
Drafts are tested on your recent calls so you can see what would change. Official results stay as they are.
You approve, we update
Once you agree, we update the client’s scorecard with you.
Talk through implementation for your firm.
We will ask about your clients, call volume, and reporting, and outline what getting started would involve.