Legal & Law Firms · Customer Communication
Review & Testimonial Requests
Satisfied clients rarely leave reviews unless the ask happens at the right moment and is easy to act on. This automation times the request after a positive resolution, sends the correct review or testimonial link, and keeps the process light enough that busy clients actually respond.
How It Works
Identify the closing milestone
When a matter is marked resolved, closed, or successfully completed, the workflow checks whether the client is appropriate for a review request.
Choose the request type
Public consumer matters might get a Google review link, while business or sensitive matters might get a private testimonial request instead.
Send the ask at the right time
The message goes out after the positive outcome is communicated, with a short prompt and one clear action link.
Track responses and reminders
The system notes who completed the review and optionally sends one gentle reminder if no response comes back.
Tools & Platforms
Key Benefits
Generates more reviews from genuinely satisfied clients Makes the request process consistent instead of ad hoc Lets firms separate public reviews from private testimonials Improves local credibility for practice areas where trust matters
In Practice
A family law client receives a favorable custody order and expresses relief on the final call. Two days later the firm sends a simple review request with a direct Google link, while a corporate client on a separate matter receives a private testimonial form instead.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
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