Online reviews don't happen by accident—they're the result of a consistent process. By automating review requests and collecting private feedback from less satisfied clients, your firm can strengthen its online reputation while gaining valuable insights to improve the client experience.
In this recorded Wednesday Workshop, Erika Bertolini walks through how to build an automated client review workflow using matter sub-statuses, automations, forms, emails, and text messages. You'll learn how to segment clients based on their experience, automatically send Google review requests to satisfied clients, collect private feedback from others, and implement best practices for creating a scalable, repeatable review process that protects and grows your firm's reputation.