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Does Clio Automatically Send a Survey to Clients After a Matter Closes?

Objective:

  • Survey clients when their Matter closes
  • Automatically give contacts a change to review their lawyer
  • Does Clio send review requests to Clients?

Environment:

  • Clio Manage

Additional Information:

For more information regarding Birdeye, please see here. 

For more information regarding Repsight, please see here.

Answer:

Not at this time. You could, however, use a 3rd Party Integration like Birdeye or Repsight to send fully automated review requests. 

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