Get Tech to Chase Reviews for Your Law Firm (Zapier, Clio, & Lawmatics Automation)

Automatically send Google review requests when cases close in Clio Manage.

Get access to the free Automation Setup Guide PDF I used in the video by joining our FREE Legal Automation Community: https://www.skool.com/swans/get-tech-... (only for law firm owners and managers)

Want to learn more about how the right tech systems can help grow your law firm? Visit: https://swans.co/

Research shows that only 60% of customers leave a review the first time you ask. In this tutorial, I'll show you how to set up a simple automation that sends multiple follow-up requests, potentially doubling your review collection rate.

This step-by-step guide covers:
✅ Setting up custom fields in Lawmatics to track matter closure and review status
✅ Creating a Zapier automation to connect Clio Manage and Lawmatics
✅ Building email templates for review requests and follow-ups
✅ Configuring a Lawmatics automation sequence with timed follow-ups
✅ Setting exit conditions to stop follow-ups when reviews are received

Timestamps:
0:00 - Introduction & Impact of Multiple Review Requests
02:20 - Automation Overview (Clio + Lawmatics)
03:30 - Setting Up Custom Fields in Lawmatics
04:04 - Creating the Zapier Automation
07:23 - Creating Email Templates in Lawmatics
08:45 - Building the Lawmatics Automation Workflow
13:13 - Testing the Complete Automation
13:54 - Additional Customization Options

#legaltech #cliomanage #legaltechtools #lawfirmautomation #lawtech #lawyers #legalworkflow #googlereviews #lawfirmgrowth #lawfirmmarketing

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I'm Martin Kravchenko, CTO at a Law Firm Growth company dedicated to helping law firms like yours save time, increase productivity, and scale effectively using legal tech and automation.

⚖️Want to learn how to grow your law firm?
Visit: https://swans.co/

📚Join our FREE online Legal Tech community:
https://www.skool.com/swans (only for law firm owners and managers)

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