Mid-Case Client Satisfaction Pulse Survey

What this automation does, step by step

1. For matters that have been open longer than a set threshold, typically 90 days, the automation automatically sends the client a short two-question pulse survey through Jotform asking how communication and progress feel so far, rather than waiting until the case closes to hear any feedback at all.

2. Responses feed directly into a live Google Sheets dashboard, and any answer below a set satisfaction threshold automatically triggers an immediate Slack alert to the client experience coordinator for a same-day personal check-in call before frustration has a chance to build.

3. Positive responses are logged quietly for later use in review requests and testimonials.

4. Because problems surface midway through a long case instead of at the very end when it's too late to fix anything, firms catch and resolve friction early, which measurably improves both client satisfaction scores and referral rates on long-running matters.