A client with three matters is asked once.
Close a matter, and Cloutly asks that client for a review on the timing you set. Connect HubSpot or Xero, and the ask fires from the system the firm already runs. Give every partner their own review link, and the reviews that arrive through it are credited to them. Three offices, and one inbox between them.
14 days free. No credit card.
Trusted by 5,000+ service businesses
A week at Halden & Rowe, on the screens it happens on.
This is law firm reputation management at a three-office practice. Accountants and consultants run the same week from their own systems.
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Tue
The file closes, and the invitation goes with it.
Cloutly watches for the deal reaching Closed in HubSpot and asks the client on the timing you set. Accountants trigger it from Xero, consultancies through Zapier.
HubSpot Automation Selected location: Halden & Rowe CalderWhen this happens:
New Deal In StageDeal stageClosed Won - Sales PipelineDo this:
Invite to a review campaign -
Tue
The next matter moves that invitation rather than adding one.
Cloutly matches the client on the email address you already hold, so three files are one contact. Anyone who reviewed you in the last 90 days is skipped.
NameStatusLocationsN Naomi Kerr naomi.kerr@haldenrowe.com Invited CalderCampaign
✓ Matter closed Already invited View -
Wed
Every partner builds a review record of their own.
Give each fee earner their own review link, and Staff recognition credits the reviews that arrive through it to them, with the evidence under every name.
LeaderboardLast 90 days1 D DominicPartner ★ 4.9from 41 reviews ▲ 0.2vs last period2 M MiriamAssociate ★ 4.8from 29 reviews ▲ 0.1vs last period3 G GarethAccountant ★ 4.7from 4 reviews Early days -
Thu
The complaint about the bill is answered before ten.
All three offices post into one inbox. Draft with AI writes the reply in the tone the firm picked, and a person at the firm sends it.
AllReviewsMessages All locations · Last 30 Days- L Lorna Whitfield9:42 am The final bill was not the one I was quoted. Needs actionGoogle · Calder
- N Naomi KerrTue Dominic answered every question before I had to ask it twice. ★★★★★Google · Calder
Draft with AI Professional Records your public response and notifies them
The firm wrote every word of the ask and chose the day it goes out. Imogen runs this across three offices; a practice manager at thirty runs the same screens.
Standard Ledger collects its reviews as it delivers the work.
“We've been able to simply streamline the collection of reviews when we deliver our services to get some great, actionable feedback.”
Remco MarcelisFractional CFO, Standard Ledger One invitation per client, from every office.
Connect the system the firm already runs, and every matter you close can ask. Each partner keeps their own review link, so the reviews come back with a name on them.
- Minutes to set up. No dev team, no tech headaches.
- Your team will use it. Front desk to head office.
- One site or hundreds. Built for networks of 400+ locations.
Rolling it out across a network? Book a rollout call and we'll pilot it with you first.
