Communication & Follow-UpPurpose
1.2. Automate follow-up using multi-channel communication (email, SMS, survey) to maximize response rates.
1.3. Standardize feedback request content and timing, removing manual intervention.
1.4. Aggregate client responses for reporting and compliance records.
1.5. Enhance client experience and demonstrate commitment to quality.
Trigger Conditions
2.2. Specific attorney marks task or milestone as “Finalized.”
2.3. Custom event detected: e.g., client notification of resolved matter.
2.4. Pre-defined date/time lapse after last case-related task.
Platform Variants
3.1. Twilio (SMS)
• Feature: Messaging API; configure POST to /2010-04-01/Accounts/{AccountSid}/Messages.json
• Example: Specify recipient, sender, and feedback message template.
3.2. SendGrid (Email)
• Feature: Mail Send API; configure POST to /v3/mail/send with dynamic template.
• Example: Populate with client email, attorney sign-off, case reference.
3.3. Slack
• Feature: Incoming Webhooks; POST feedback request notification to attorney channel.
• Example: Message includes client name and link to survey dashboard.
3.4. SurveyMonkey
• Feature: Survey Invitation API; schedule email invitations for closed cases.
• Example: Pre-fill survey with case data and auto-generate unique token.
3.5. Google Workspace (Gmail)
• Feature: Gmail API; automated draft/send to client with embedded feedback link.
• Example: Use batchSend with personalized fields.
3.6. Microsoft Outlook 365
• Feature: Mail.Send in Graph API; create/send feedback email from attorney’s mailbox.
• Example: Dynamic message referencing case ID.
3.7. HubSpot
• Feature: Workflow Automation API; trigger feedback emails based on deal pipeline stage.
• Example: Enroll clients leaving “Closed” status into automated sequence.
3.8. Zoho CRM
• Feature: Workflow Rules; send email or SMS when case module status updates.
• Example: Attach survey form via Zoho Survey integration.
3.9. Salesforce
• Feature: Process Builder/Flow Builder; send email alert and task creation.
• Example: Records updated in Legal Case object trigger follow-up.
3.10. Pabbly Connect
• Feature: Workflow Automation; configure event-based triggers for email/SMS.
• Example: Map CRM case close event to email/SMS modules.
3.11. Mailchimp
• Feature: Customer Journey Builder; automate post-case feedback campaigns.
• Example: Define trigger and feedback request template.
3.12. ActiveCampaign
• Feature: Automation Builder; trigger email sequence based on case field.
• Example: Tag clients as “Case Closed” to enter feedback workflow.
3.13. Typeform
• Feature: Forms API; create unique survey links and distribute via API.
• Example: Prefill hidden fields for attorney and case tracking.
3.14. Zapier
• Feature: Triggers & Actions; detect closed case in app, send feedback request via SMS or email.
• Example: Multi-step workflow using multiple integrations.
3.15. ClickSend
• Feature: SMS API; send feedback request as text with tracked link.
• Example: Template includes attorney name, short survey link.
3.16. Intercom
• Feature: Post-Event Messages; push in-app or email feedback requests.
• Example: Event trigger on case end via API.
3.17. Monday.com
• Feature: Automations Center; when status = “Closed”, send feedback request via email integration.
• Example: Use built-in Gmail/Outlook integration or webhook.
3.18. Airtable
• Feature: Automations; on status change, trigger email or webhook for external service.
• Example: Template includes case details.
3.19. Front
• Feature: Rules Engine; auto-send email or SMS to client thread upon case closure.
• Example: Attach feedback form link.
3.20. Mailjet
• Feature: Send API; automatic transactional email delivery on case end event.
• Example: Prebuilt feedback template referenced in payload.
Benefits
4.2. Centralizes feedback collection, saving attorney time.
4.3. Improves compliance and quality tracking.
4.4. Boosts response rates by leveraging client-preferred channels.
4.5. Enables actionable insights and ongoing service adjustment.