The agent can send a review request when a matter closes, but only for clients you have marked as suitable. You decide who is excluded, such as sensitive family matters or clients in a fee dispute. The message is short, goes by email or SMS, and links to the profile you choose. A short pause after closing can stop the message feeling rushed. We set the timing with you during the blueprint.
Think about who sees the request. A partner may want to review the list of clients selected each month before anything goes out. That is easy to build, and it keeps the firm in control of which relationships are approached and when.
Reviews can tempt a quick reply that confirms someone was a client. The agent drafts responses that thank the reviewer and invite them to contact the firm, without naming matter details or confirming a relationship. A partner or marketing lead approves replies before anything is posted, unless you set a different rule for simple thank-you notes.
Watch the volume of new reviews, the time between a negative review and a reply, and how many drafts needed rewriting. Check your professional conduct rules on asking for and responding to reviews before you switch it on. We build to your policy, but your firm decides what is allowed.
Google, Yelp, Facebook, Trustpilot and the main industry directories.