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 can request reviews via text or email directly from Clio Grow, and ensure you have an accurate log of when you sent a request and which clients have already provided their reviews.
Request client review
You can initiate the client review request from a contact’s page or a matter’s page in Clio Manage.
- Go to Contacts, then select the contact from whom you want to request a review.
- In the Contact information card, click Request review.
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Select the notification method (email or text message if text messaging is enabled), the relevant contact information (if the contact has more than one phone number or email address), make any necessary changes to the notification message, and select if you want to send regular review request reminders to the contact.
Note: Only phone numbers that are marked as textable will be available for selection. Learn how to mark phone numbers as textable. - Click Send text message / Send email.
Once you initiate the request, the contact’s information on their contact page will be updated to show when you sent the client review request. Logs of your client review requests will also be logged in the firm’s communications logs and in a contact’s communications subtab.
- 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 will be absent if the contact does not have a valid email or phone number. -
Select the notification method (email or text message if text messaging is enabled), the relevant contact information (if the contact has more than one phone number or email address), make any necessary changes to the notification message, and select if you want to send regular review request reminders to the contact.
Note: Only phone numbers that are marked as textable will be available for selection. Learn how to mark phone numbers as textable. - Click Send text message / Send email.
- View the status of the request on the Matter page and find automated logs in the main Communications tab, or the Communications subtab of the Matter and Contact.