Send review invitation via Grade.us when Clio matter status updates to closed

Send review invitations to clients when their matter status updates to closed in Clio. This ensures timely follow-up and feedback collection, enhancing client engagement and improving service quality.

Send review invitation via Grade.us when Clio matter status updates to closed

Workflow preview:

Zap details:

Overview

Send review invitations to clients when their matter status updates to closed in Clio. This ensures timely follow-up and feedback collection, enhancing client engagement and improving service quality.

Send review invitation via Grade.us when Clio matter status updates to closed