Legal owners: request client reviews after case completion

Legal owners miss review requests when completed client records go unflagged, risking reputation. Send review emails when eligibility checks pass so owners capture reviews while experience is fresh.

Overview

Missed review requests cost reputation and referrals for small legal firms. This workflow ensures eligible clients receive review invitations after case completion, so owners capture authentic feedback while the experience is fresh. The result: fewer missed follow-ups and stronger public trust.

Notable Features

Send eligibility-checked review emails
Personalize messages with client details
Log sends to central spreadsheet