A law firm’s reputation is no longer built solely in the courtroom—it’s built on Google, Avvo, and social media. But for busy attorneys, manually chasing down clients for reviews is a recipe for inconsistency. To maintain a steady stream of 5-star social proof, you need a system that works while you sleep.
Here is how to automate your review workflows to boost your firm's visibility and authority and take your law firm marketing to the next level.
Automate Your Reputation Call Sales
Map your moment of peak satisfaction
Automation is most effective when timed perfectly. Sending a review request three weeks after a case closes is often too late. You need to identify the trigger event in your case management system that signals the best time to ask.
The verdict/settlement trigger: For personal injury or criminal defense, the ideal trigger is the moment a settlement is reached or a favorable verdict is entered.
The milestone trigger: For long-running matters like probate or corporate litigation, don't wait until the end. Set an automated trigger after a successful mid-case milestone, such as a winning motion or a completed estate plan draft.
Integrate your CRM with reputation management software
The manual gap—where a case closes in your practice management software but no one remembers to send the review link—is where most firms lose social proof.
Seamless syncing: Use a platform like Marketing 360® that integrates your CRM directly with your reputation management system. When a matter status is updated to closed or won, the integration automatically pulls the client’s contact info and places them into a review sequence.
Data enrichment: Ensure the automation pulls the specific practice area (e.g., Family Law) so the request can be tailored with relevant language.
Use multi-channel drip sequences to increase conversion
A single email is easily ignored. An automated workflow should use a persistent but professional approach across multiple channels.
Step 1 : Send an email request 30 minutes after the final meeting.
Step 2: If no review is detected after 3 days, trigger a follow-up email that emphasizes how their feedback helps other people in similar legal situations.
Step 3: Once a review is posted, the workflow should automatically send a thank you note, closing the loop and strengthening the client relationship.
Implement conditional logic to protect your brand
Not every client interaction ends in a 5-star experience. Smart automation includes internal feedback loops to catch issues before they go public.
The "NPS" filter: Start the automation by asking the client to rate their experience from 1–10 internally.
Segmented routing: If they select 9 or 10, the workflow automatically provides the Google Review link. If they select a 6 or lower, the workflow routes them to a private feedback form that alerts the managing partner immediately, allowing for a service recovery before a negative review is posted.
Automate the syndication of your social proof
Collecting the review is only half the battle. To maximize the ROI of your automation, the review needs to be seen by prospective clients and AI search engines.
Website auto-feed: Set up a review widget that automatically pulls 4- and 5-star reviews onto your practice area pages.
Social media auto-post: Use a workflow that turns new 5-star reviews into branded social media graphics (e.g., an Instagram Post or LinkedIn update) the moment they go live.
Optimize your firm's reputation with Marketing 360
Scaling your law firm’s social proof requires a balance of sophisticated technology and legal-specific strategy. Marketing 360 provides the all-in-one reputation engine you need:
Automated review requests: Our platform integrates directly with your CRM to trigger email requests at the perfect moment in the client journey.
Reputation marketing: Automatically display your best reviews on your website and social media to build topical authority that helps you rank in AI Overviews.
Real-time intelligence: Get detailed reports on which attorneys or practice areas are generating the best feedback, allowing you to make data-driven decisions for your firm.
Is your firm's reputation on autopilot? Start your automated review journey with Marketing 360 today.