Investigations presidents: capture reviews at case close

Presidents at investigations firms miss reviews when closed cases get no follow-up. It sends a review email plus a thank-you postcard on case close, so owners capture feedback and protect referrals.

Overview

Small security and investigations firms lose referral momentum when closed cases go without follow-up. This workflow ensures every closed case triggers a review email and a thank-you postcard so owners capture feedback and protect reputation. Users report fewer missed follow-ups and more captured client feedback.

Notable Features

Send review email and postcard
Filter closed cases for follow-up
Only mail clients who opted in