Track Client Satisfaction: Automate NPS Surveys in Clio Manage скачать в хорошем качестве

Track Client Satisfaction: Automate NPS Surveys in Clio Manage

Automatically send NPS (Net Promoter Score) surveys when matters close in Clio Manage and track client satisfaction metrics for your law firm. Get access to the free Zapier template I used in the video by joining our FREE Legal Automation Community: https://www.skool.com/swans/automate-... (only for law firm owners and managers) This step-by-step tutorial shows attorneys and legal professionals how to leverage legal tech automation to create a complete Net Promoter Score tracking system that measures client service quality and satisfaction. Most law firms only collect feedback from happy clients, missing critical insights from those who weren't satisfied with their lawyer's performance. By implementing an automated NPS system, attorneys, paralegals, admin staff, etc. can gather structured feedback from all clients, identify service gaps, and make data-driven improvements to their legal practice. This automation transforms how your law firm monitors client experience, turning feedback into actionable intelligence that helps scale your legal practice while maintaining service excellence. As a lawyer focused on client service quality, using legal tech automation like this NPS system will give you a competitive advantage in the US legal market. In this video, I'll show you how to: ✅ Set up an NPS survey system with Delighted (or similar platforms) ✅ Create a Zapier automation that triggers when matters close in Clio ✅ Store NPS responses directly in Clio Manage as custom fields ✅ Build a dashboard to track your NPS score over time ✅ Use this data to improve client satisfaction and scale your firm Timestamps: 00:00 - Intro 01:25 - NPS Request Automation Overview 03:40 - Step 1: Delighted Set up 06:00 - Step 2: Creating the Zapier Automation 13:59 - Step 3: Recording Responses in Clio Manage 20:29 - Automation in Action 23:50 - Additional Tips & Considerations #legaltech #cliomanage #legaltechtools #lawfirmautomation #lawtech #lawyers #legalworkflow #clientsatisfaction #nps #zapier ================================== 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) ================================== Find me on Facebook:   / martin.kravchenko.0   LinkedIn:   / martinkravchenko   TikTok:   / martin.kravchenko