Client feedback and survey automation

Purpose

1. Automate the end-to-end process of requesting, collecting, tracking, and analyzing client feedback and satisfaction surveys for environmental law cases and consultations.

2. Automatedly send post-engagement surveys to clients after case closure, meetings, or milestone completions.

3. Automate reminders, escalations, and follow-ups for non-responders to maximize survey participation.

4. Centralize and automate reporting and trend-spotting of feedback data for compliance, quality improvement, and testimonial collection.

5. Automator reduces manual communications overhead, ensures consistency, and supports audit trails and regulatory needs.

Trigger Conditions

1. Case or matter status updated to "Closed" or "Completed" in legal practice management software.

2. Automated event: appointment, consultation, or milestone completion recorded in calendar or CRM.

3. Manual attorney-initiated automation trigger after key deliverables.

4. External triggers such as contract signature, e-filing confirmation, or billing event can automate survey flow.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automated SMS survey link sending via Programmable Messaging API.
  
• Configuration: Set up SMS webhook to send survey URL on "case closed" trigger.
  

2. Mailgun

• Feature/Setting: Automate personalized survey emails via Send Message API.
  
• Configuration: Autogenerated email with survey link, triggered by CRM update.
  

3. SendGrid

• Feature/Setting: Automated email campaigns using Marketing Campaigns API.
  
• Configuration: Drip campaign of initial survey and reminders, based on event triggers.
  

4. SurveyMonkey

• Feature/Setting: Automate survey creation/deployment using Surveys API.
  
• Configuration: Survey auto-generated and distributed per client from contact list sync.
  

5. Typeform

• Feature/Setting: Automate survey distribution with Forms API.
  
• Configuration: Webhook integration to send survey invite upon record change.
  

6. Google Sheets

• Feature/Setting: Automated survey outcome logging via API.
  
• Configuration: Record every response for analysis and dashboarding.
  

7. Salesforce

• Feature/Setting: Automate survey invitations as part of workflow automation.
  
• Configuration: Configure automation rules to dispatch emails post-case event.
  

8. Zoho CRM

• Feature/Setting: Automate follow-up survey task generation with Workflows.
  
• Configuration: Use Deluge scripting to trigger survey emails/SMS.
  

9. HubSpot

• Feature/Setting: Automated feedback module in Workflows.
  
• Configuration: Configure automated survey sequence for closed deals.
  

10. Slack

• Feature/Setting: Automated notifications to attorneys when feedback is received via Incoming Webhooks.
  
• Configuration: Post survey results in dedicated channel.
  

11. Microsoft Teams

• Feature/Setting: Automate feedback notifications using Bot Framework API.
  
• Configuration: Channel alerts for new automated survey responses.
  

12. Google Calendar

• Feature/Setting: Automator triggers based on scheduled event conclusion via Calendar API.
  
• Configuration: Send feedback automation linked to event end.
  

13. Monday.com

• Feature/Setting: Automate post-project survey request using Automations.
  
• Configuration: Configure board automation to email form to stakeholder after project pulse.
  

14. Airtable

• Feature/Setting: Survey tracking automation using Scripts and Integrations.
  
• Configuration: Automate record creation for every feedback response.
  

15. DocuSign

• Feature/Setting: Automate survey request after contract signing event via Connect API.
  
• Configuration: Post-signature webhook triggers survey send.
  

16. Calendly

• Feature/Setting: Automate survey invitations post-meeting using Webhooks.
  
• Configuration: Upon completed event, survey link is automatedly sent via email/SMS.
  

17. ActiveCampaign

• Feature/Setting: Automate email campaigns for feedback follow-up.
  
• Configuration: Automatedly added to “Feedback” sequence from CRM signal.
  

18. Intercom

• Feature/Setting: Automated in-app feedback messaging on case completion.
  
• Configuration: Trigger in-app survey pop-up using Rules API.
  

19. Zendesk

• Feature/Setting: Automate customer satisfaction survey using Triggers/Automations.
  
• Configuration: CSAT survey after ticket solve or legal inquiry conclusion.
  

20. Qualtrics

• Feature/Setting: Automate survey dispatch using Distributions API.
  
• Configuration: Integration with legal CRM to trigger survey when case or matter is resolved.
  

Benefits

1. Automates repetitive communication, freeing staff for high-value work.

2. Ensures consistency and standardization of survey outreach and reminders using automator logic.

3. Centralizes data for automated trend and sentiment analysis, supporting service quality improvement.

4. Reduces risk of human error or missed feedback opportunities with automated triggers.

5. Enhances compliance and auditability with automated records and process transparency.

6. Enables scalable, automatable feedback collection for firms with large or distributed clientele.

7. Allows for rapid, automated issue escalation and proactive service recovery actions.