Review and testimonial collection

Purpose

1.1. Automate collecting reviews and testimonials from administrative law clients post-engagement to enhance reputation and fuel ongoing lead generation and marketing.
1.2. Ensure timely follow-up with clients, reduce manual outreach, route feedback for approval, and consistently populate websites and profiles with client testimonials.

Trigger Conditions

2.1. Legal matter/engagement marked as complete in practice management system.
2.2. Invoice paid or closed.
2.3. Set period after service delivery (e.g., 7 days post-completion).
2.4. Custom client tag added ("Ready for Testimonial").
2.5. Specific feedback requested via attorney dashboard.

Platform Variants

3.1. Clio Manage
- Feature: Workflow Automation; Trigger: Matter completes, Action: Send review request via email template.
3.2. Lawcus
- Feature: Task Automation; API: POST /tasks to initiate testimonial request tasks.
3.3. MyCase
- Feature: Communication Templates; Setting: Auto-send review emails after case closure.
3.4. Twilio SMS
- Feature: Messaging Service; Function: Programmed SMS review requests with reply tracking.
3.5. SendGrid
- Feature: Transactional Email; API: v3 Mail Send to deliver automated testimonial invitations.
3.6. HubSpot
- Feature: Workflows; Setting: Post-engagement pipeline stage triggers review request email series.
3.7. Mailchimp
- Feature: Customer Journeys; Trigger: CRM tag for project completion, Action: Testimonial campaign.
3.8. Salesforce
- Feature: Process Builder; Event: Opportunity closed-won, Action: Launch survey via email/SMS integration.
3.9. Zapier
- Feature: Multi-app automation; Trigger: CRM update, Action: Link Clio/Lawcus to review platforms.
3.10. SurveyMonkey
- Feature: Automated Surveys; API: Create & send post-case experience surveys.
3.11. Google Forms
- Feature: Auto-email on case close; Function: Generate testimonial form link and send.
3.12. Typeform
- Feature: Conditional Logic; API: Generate individualized feedback forms post-engagement.
3.13. Intercom
- Feature: Outbound Messages; Setting: Targeted testimonial request after support case closes.
3.14. ActiveCampaign
- Feature: Automation Map; Trigger: Post-sale sequence, Action: Testimonial collection prompt.
3.15. Slack
- Feature: Workflow Builder; Step: Notify internal team of incoming testimonial via channel.
3.16. Zoho CRM
- Feature: Blueprint Automation; Trigger: Case marked as resolved, Action: Schedule review solicitation.
3.17. Podium
- Feature: Review Invitations; API: Initiate SMS/email requests for Google/Facebook review links.
3.18. Birdeye
- Feature: Automated Review Requests; API: POST /sendReviewRequest to client contact.
3.19. Trustpilot
- Feature: Invitation Automations; API: Review Request Send associated with transaction completion.
3.20. Reputation.com
- Feature: Feedback Collection; Setting: Sync with PMS to auto-invite for reviews post-case.
3.21. Calendly
- Feature: Event Completion Workflow; Setting: Auto-email with review link when client meeting concludes.
3.22. Microsoft Power Automate
- Feature: Automated Flows; Trigger: SharePoint/legal CRM entry, Action: Email/SMS review prompt.

Benefits

4.1. Automates repetitive outreach, saving administrative time.
4.2. Increases client response rates due to timely, personalized requests.
4.3. Centralizes testimonial approval and publication for compliance.
4.4. Boosts firm’s public credibility, SEO, and marketing impact.
4.5. Tracks and reports review performance for strategic marketing decisions.
4.6. Enables multi-channel approach (SMS, email, in-app) tailored to client preferences.