Client Services · Commercial & client

Turn client service into a competitive edge.

Shared-mailbox ticketing for Microsoft 365 and Google Workspace, structured call logs with phone-system import, missing-information recovery, test add-on requests, specimen incidents, and material loans—each enriched with LIS context so agents answer without walking to the bench.

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7 features in this module

Email Ticketing
Call Logging
LIS 360° Intel
MIRP — Missing Information Recovery
Test Add-On Requests
Specimen Incidents
Material Loans

Why teams choose it

What changes with Client Services

No lost emails

Shared mailboxes become numbered tickets with owners, status, and follow-ups.

Answers without the bench

LIS 360° intel shows case context right inside the ticket or call.

Cases unblocked faster

MIRP recovers missing accession data and sends it to LIS.

Problems documented

Specimen incidents and loans follow structured, reportable workflows.

Features

Everything inside

Open any feature for the full walkthrough.

Email Ticketing

Shared mailboxes, turned into an organized ticket desk.

Two mail platforms
Cleaned message threads
Routing rules

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Call Logging

Structured phone records with AI summaries and phone-system import.

Classifications
Case tab
AI summary

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LIS 360° Intel

Case context from your LIS—right where the agent is working.

In-context
Warehouse-powered
Faster first response

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MIRP — Missing Information Recovery

Recover missing accession data and send cases to LIS.

Ticket matching
AI parse, fill-empty only
Letters & attachments

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Test Add-On Requests

From a client's phone call to a fulfilled add-on, with the paperwork done.

Starts from the call
Letter & email
Pending queue

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Specimen Incidents

Receipt, discrepancy, grossing, and histology problems—tracked to resolution.

Guided wizard
Typed incidents
Status workflow

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Material Loans

Kits and materials loaned out—and reliably returned.

Request lifecycle
Recipients directory
Four letter types

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AI that assists—people stay in control

AI shows up in 3 places in Client Services—Email Ticketing, Call Logging, MIRP — Missing Information Recovery. In every case it drafts or suggests, and a person reviews before anything is saved, released, or sent.

Built for

Client services agents
Client services managers
Customer success
Lab operations

Roles & permissions

Client Services AdminClient Services Agent

Enforced on every screen and every API route, alongside your organization's subscriptions.

Works with

Microsoft 365 (Graph)Google Workspace (Gmail API)VOXO phone systemData warehouse LIS intel

Solution guides

Sales CRM and client services for labs

Put Client Services to work in your lab.

Start a free organization in minutes, or book a walkthrough with our team. Turn on only the modules you need—add more any time.

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Works even better with

Lab Workspace Inventory Management PCR & Molecular Anatomic Pathology Hematology & Oncology Quality & Validation Lab Compliance Sales CRM Client Portal Revenue Cycle Analytics Platform & Administration