Index / Reviews & Reputation
PB-022

Review Request Timing

Asks each client for a review at the one moment they are most likely to leave one.

Before you run this

Offering anything of value for a review violates platform terms and, in many states, bar rules. Do not let the bot write, edit, or suggest review text.

The spec — copy this

Set up a new bot for me that runs daily. Walk me through connecting my case management system and my messaging platform, then configure it: identify the clients who just hit a moment worth celebrating — disbursement sent, case resolved, a hard call that went their way — and draft a review request timed to that moment, in the voice of the person who actually worked the file, referencing what specifically happened. Never ask a client who complained, whose matter went badly, or who is inside a dispute, and check for that before drafting. Never offer anything of value in exchange, and never draft the review itself. Track request-to-review conversion by attorney and by moment so I can see which trigger works. Ask me which moments qualify, who signs each message, and who is excluded, show me every draft, run it for a week, then save it.
Paste into an assistant that can connect to your systems.
Category
Reviews & Reputation
Connects to
Contributed by
Jacob Malherbe @jacobmalherbeMass Tort Ad Agency
Approval gate
A named human approves before anything sends, files, or publishes.

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