Legal Client Feedback Agent
Requests satisfaction feedback after matter closure and feeds the results to management — client experience measured, not assumed.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Requests satisfaction feedback after matter closure and feeds the results to management — continuously, in your systems, in your tone.
In legal practice, requests satisfaction feedback after matter closure and feeds the results to management — client experience measured, not assumed — but doing it manually does not scale. Legal Client Feedback is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Legal Client Feedback connects to Feedback, NPS, Clio and your email & retention stack. It reads your rules, brand voice and live data — then requests satisfaction feedback after matter closure and feeds the results to management — client experience measured, not assumed. Exceptions land with your team; everything else runs without another dashboard to check.
- Source change detected — Feedback · master updated
- Validate & transform — NPS · format rules
- Push to destination — Channels · systems synced
- Confirm write-back — Status logged · errors flagged
What it can deliver
- Feedback
- NPS
- Synced records
- Error logs
Potential integrations
Feedback · NPS · Clio · DocuSign · Microsoft 365 · Klaviyo
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset