Law firms
Hearing reminder rep
Reminds clients of hearings, depositions and meetings on your Clio calendar, with the time and place.
Rare
For law firms
Review manager
Asks every client for a Google review when their matter closes and drafts replies that keep cases private.
- Clio
- Gmail
- Google Business Profile
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery Monday at 9:00
- 1Find matters closed in Clio last weekClio
- 2Draft a thank-you note with your Google review link
- 3Draft replies to new Google reviews with no case detailsGoogle Business Profile
- 4Ask you first before any note or reply goes outHe asks you first
- 5Send a note to every client on those mattersGmail
- 6Post the replies on GoogleGoogle Business Profile
- 7Text you the new reviews and what they mention
- What you getA review request to every client when their matter ends, and replies that never confirm who was a client.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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Social post writer
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Hiring coordinator
Gathers applicants for your paralegal and staff openings and books interviews with the ones you pick.
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Client document chaser
Asks clients for the documents their matter needs, chases what is missing and files what comes in.