With Clio Grow, you can build your firm's reputation by requesting that clients review your firm. Reviews contribute to a stronger online presence, higher search rankings, and a steady stream of new leads. You send each request by email from a contact or matter, one at a time, or automatically when a matter closes. Sent requests are logged, and Grow > Reputation tracks every request, so you have an accurate record of when each request was sent and which clients have already provided their reviews.
Note: Requesting client reviews requires a Google business profile. If your firm has no profile yet, create one. When you request your first client review, a prompt asks you to select your firm's business on Google Maps.
Request client review
Start a client review request from a contact or a matter. The request logs to Inbox and to the Communications tab of the contact, and of the matter when you file it to one.
- Go to Contacts, then select the contact from whom you want to request a review.
- In the Contact information card, click Request review.
- Fill in the Request review modal.
- Select the email address to use, if the contact has more than one.
- Select an email template. A default template is available.
- Optional: Edit the notification message.
- Optional: Select a matter to file the review request to.
- Click Send email.
Once you initiate the request, the contact's page records when you sent the client review request. Your client review requests also log to the firm's Inbox and to the contact's Communications tab.
- Go to Matters, then select the matter you want to request a review for.
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In the matter's dashboard, click Request review for any of the matter's contacts or related contacts.
Note: The option to request a review appears for contacts with a valid email address.
- Fill in the Request review modal.
- Select the email address to use, if the contact has more than one.
- Select an email template. A default template is available.
- Optional: Edit the notification message.
- Optional: The Find a matter field preselects the matter you requested the review from. You can change the matter.
- Click Send email. The request status appears on the matter page, and automated logs save to Inbox and to the Communications tab of the matter and contact.
Note: In the old Clio experience, Inbox is labelled Communications, and Grow settings and Reputation are in the left navigation of Clio Grow.
Automate review requests
Send review requests automatically when you close a matter. Automatic review requests are scoped by practice area, and you can exclude individual contacts. Set up automation in Grow settings > Reputation, and track the results in Grow > Reputation.
Set up automatic review requests
Set up a trigger that sends a client review request when you close a matter. Select which practice areas, set in the matter details, to include in the automation.
- Go to the user menu > Grow settings > Reputation.
- In the Automatic review requests card, click Start setup.
- Under Practice areas to target, use the checkboxes to select the practice areas to include. Use the arrows to expand the section and select individual subcategories within a parent practice area, or select the parent Practice areas to target checkbox to select all.
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Toggle Send on matter close to on.
Note: Select at least one practice area to turn on the toggle.
- Click Save and activate.
Edit practice areas for automatic review requests
To change which practice areas trigger automatic requests, turn off automation first.
- Go to the user menu > Grow settings > Reputation.
- In the Automatic review requests card, set the Send on matter close toggle to off.
- Click Edit in the Practice areas to target section.
- Use the checkboxes to update your practice area selections.
- Click Save.
- Toggle Send on matter close to on.
Turn off automatic review requests
You can turn off automation at any time. Your practice area selections are kept, so you can turn automation back on later without redoing setup.
- Go to the user menu > Grow settings > Reputation.
- In the Automatic review requests card, set the Send on matter close toggle to off.
Exclude individual from receiving automated review requests
Exclude individual contacts from automatic review requests from the contact or the matter.
- Go to Contacts.
- Select the contact to open the contact details.
- In Contact information, click the Sends on matter close option to open the menu, then select Exclude from requests.
- Go to Matters.
- Select the matter to open the matter dashboard.
- In the Contacts card, click the Sends on matter close option to open the menu, then select Exclude from requests.
Preview automatic review request messages
You can preview the email messages clients receive before activating automation, and again at any time after.
- Go to the user menu > Grow settings > Reputation.
- Scroll to the Preview section.
- Click the Email follow-up tab to open the message.
Up next
Clio Grow Reputation Management Dashboard: Track every review request and its status in Grow > Reputation.