Add closed matters to client feedback list and tag

Your closed matters often lack a captured survey recipient, leaving marketing without feedback. Capture each closed matter into a feedback roster and tag clients so surveys send the same day.

Overview

When matters close, you need consistent survey recipients so marketing can measure client experience and surface issues quickly. This flow captures each closed matter into your feedback roster and applies the correct office tag so surveys go out the same day, giving coordinators timely, actionable feedback to act on.