Review & Testimonial Request System
A done-for-you law firm automation built for the Client Success Manager, connecting Twilio, Clio, and Google Sheets so the work below happens on its own.
What this automation does, step by step
This automation checks the practice management system daily for matters that have moved to closed status, and once a matter closes, it waits 10 days before sending the client a review request, timed specifically to avoid soliciting feedback on a matter that's still pending, which several state bar advertising rules treat as a compliance risk.
The request avoids referencing any case specifics or outcome details and instead asks the client to speak generally to their experience working with the firm.
Positive responses are routed to a public review link for Google or Avvo, while any lower-rated response is routed privately to the client success manager for direct follow-up instead of appearing publicly.
Firms using this build a steady stream of public reviews without ever risking a bar complaint over premature or case-specific solicitation.
- Practice management software (e.g., Clio or MyCase)
- Zapier or Make.com
- Email or Twilio (review request delivery)
- Podium or BirdEye (review routing and publishing)
- Google Sheets (closed-matter 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
Done by hand, this depends entirely on a client success manager remembering to check in, update records, and follow up, with no safety net if something slips. Over a month, those small manual steps add up to a significant amount of lost time.
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
Often built alongside this one
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