Post-Case-Closure Review Request Automation
A done-for-you law firm automation built for the Marketing Coordinator, connecting Twilio, Clio, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Once a matter is marked closed and successfully resolved in Clio, the automation automatically waits a set number of days, timed to when client satisfaction is highest, before sending a review request by email and text through Twilio.
The request links directly to the firm's Google or Avvo review page and avoids referencing any case-specific outcome details to stay within bar advertising guidelines.
Responses are automatically filtered: clients who indicate a positive experience get routed straight to the public review link, while anyone who signals frustration is routed privately to the marketing coordinator for a follow-up call instead of a public post.
Every request and outcome logs to a Google Sheets tracker so the firm can measure response rates over time.
Firms running this consistently see review volume roughly triple compared to relying on staff to remember to ask.
- Practice management software (e.g., Clio or MyCase)
- Zapier or Make.com
- Twilio (review request delivery)
- Google or Avvo review link
- Google Sheets (response tracking)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without a system in place, a marketing coordinator has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks. It's the kind of work that quietly eats hours every week.
With this automation
- Review requests timed to the moment the job is done
- Instant manager alerts when a customer reports a problem
- Alerts when a new review needs a response
- Survey and NPS results that reach the people who can act
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