Add matter clients to review campaign in reputation list
Add matter clients to review campaign in reputation list
Your matter notes about client reviews go unprocessed, leaving post-service feedback uncollected. Coordinators can request feedback same day by enrolling clients into your review campaign.
Overview
Matter notes that mention reviews are a high-value trigger but often sit idle; automating enrollment closes that gap. This routes clients into your review campaign immediately so coordinators can request feedback same day and protect the post-service window.