For solo attorneys: capture client feedback after pre-lit

Attorneys in small law firms miss client feedback when matters hit Pre Lit - Records, risking repeat service gaps. Auto-send short surveys at that phase so owners capture candid feedback and act quickly.

Overview

Small law firms lose fresh client insight when matters move into Pre Lit - Records. This workflow delivers surveys the moment a case hits that phase, turning passive matters into actionable client feedback and preventing repeat service gaps. The result is clearer follow-up priorities, fewer missed issues, and consistent client engagement.

Notable Features

Send surveys when phase changes
Validate client email before sending
Store responses on the matter record