With the year winding down, How do you ask for a review at the end of your matters when they reach their natural conclusion from your clients to ensure you have fresh reviews in 2022?
Do you know there is a bunch of different ways you can use Smokeball to do this?
Do you use workflows based off the matter closed date and templates pinned to that task in the workflow to do this as apart of your natural offboarding a matter process, ie closing out a hard file if it exists?
Do you use the matter archiving report and go over it at your monthly meeting or when your run reports and look at the report to see what clients you would like to ask to give a review of your firm?
Do you use matter stages, with two different stages at the end, one with a hey, thanks for enjoying our firm message if you didn't want a review, and another one asking for a review/ And if you do use this process, do you use the SMS text feature or have it send as a communicate message?
Do you have a template to ask for reviews automated? Do you use your matter referrals report to see who is already recommending your firm to your other clients that they came to your firm because of them but maybe they never left a review themselves?
Let us know what you do in the comments.