Ideagen Mail Manager vs. Fin by Intercom

Ideagen OnePlace Solutions is well suited to a legal matter management system with shared access, but less useful for saving to personal OneDrives. It can sometimes suggest irrelevant folders within personal OneDrives in preference of more commonly used shared folders. However this can be narrowed with a search.

Incentivized

While Fin is an awesome investment, the setup and tuning of responses to meet brand alignment and delivery have taken some time. If you prioritize not just resolution rate and accuracy, but style and delivery, it's a bigger lift. However, for the vast majority of businesses, the step and its impact on resource management are a worthy investment.

Incentivized

• Saves emails quickly and easily
• Useful search function retrieves relevant legal matters based on any text string found within the matter properties (Sharepoint columns)
• Customisable file navigation per user, so they can access their favourite libraries.

Incentivized

• Answer easy questions based off of the knowledgebase I provided
• It's decent with redirecting customers who aren't satisfied to a human agent (me)
• I like how it quotes the article that it is using to the customer, I'm not sure how often they're actually clicking on that article, but it's nice that the option is there

Incentivized

• Saving emails and their attachments as separate files takes 2 actions instead of one
• Saving to multiple folders simultaneously is not possible
• Loading of our file structure can often be slow

Incentivized

• Customizing Fin by Intercom's escalation paths could be easier (ex. if there are some inquiries we don't want passed to the human team)
• Reporting on conversations handled to completion by Fin by Intercom (not just those that are marked as "resolved")
• It would be helpful to be able to indicate to Fin by Intercom when an answer is wrong, or train it on things that it shouldn't do (not only what it should do)

Incentivized

We have been and will be continuing our journey with Intercom and nothing too concerning has happened that I have experienced or heard of that has us on the edge yet. If it ever happens it will be something along the lines of "Outgrowing" the use of need of the platform.

Incentivized

I found it a little clunky at first, and there were teething issues with implementing into SharePoint. However, it required minimal staff training and requires little maintenance to fulfil our needs.

Incentivized

It's incredibly useful. You're honestly a little silly if you don't because it can handle simple conversations very easily and more in-depth conversations if you're willing to put in the work. It's great both as a customer success representative (with the AI agent) and as a higher-level customer success reporter.

Incentivized

always there

Incentivized

works perfect

Incentivized

Intercom is the premier customer support/engagement model and it definitely has one of the top tier customer support teams as well. I don't think I have ever waited more than 5 minutes to get the information I need or get help with an issue. They are incredible and I aim to model our customer service department after them.

Incentivized

Easy to know the learning path

Incentivized

The implementation was surprisingly easy but we are having to adapt from our old process to work well with Intercom.

Incentivized

I used Zendesk briefly but found it difficult to navigate — I often couldn’t tell what was going on or how to simply reply to a ticket. In contrast, Intercom is much more intuitive and user-friendly. Its clean interface and support for multiple communication formats like emails, posts, and banners make client communication clear and efficient.

Incentivized

• Allows us to maximise utilisation of a relatively cheap 365 subscription.
• Replaces the need for a non-365 system. Our previous provider was far more expensive (monthly price was the same as Ideagen OnePlace Solutions annual for our team)

Incentivized

• Since we implemented Fin AI in February, we have been able to support customer queries during non-business hours. This is a game changer. Fin has brought down response times and is also extremely capable of handling complex queries from our customers. We have seen closure rates go down by 24-30 hours, which is quite phenomenal.

Incentivized