Straight answer
Counsel approves matter closing and separately confirms that a review request is appropriate under firm policy and applicable rules.
Best fit
Attorney-approved closed matters with completed obligations and neutral eligibility.
Conditional fit
Send after the closing communication and any required cooling-off period defined by firm policy.
Main tradeoff
Open, disputed, traumatic, reopened, or otherwise sensitive matters.
Industry Context And Next Action
Subject
Optional feedback for {{firm_name}}Hello {{client_name}},
Now that {{firm_name}} has sent the attorney-approved closing communication for matter {{matter_reference}}, we would value optional feedback about your experience with our communication, organization, and service.
You may leave an honest review here: {{review_link}}. Please share only what you are comfortable making public. You do not need to describe the legal issue, other people, documents, financial terms, or the outcome.
If you would rather send private feedback, use {{private_feedback_link}}. Positive, negative, or no feedback will not affect document access, billing, any remaining responsibility described in the closing letter, or whether the firm can help in the future.
We may be unable to respond publicly with matter details because of confidentiality obligations. This request is optional; if you do not want another review request, no action is required.
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Best For
- Attorney-approved closed matters with completed obligations and neutral eligibility.
- Firms offering both public review and private feedback paths.
Not Best For
- Open, disputed, traumatic, reopened, or otherwise sensitive matters.
- Workflows that select recipients by predicted rating or case outcome.
Variable Tokens
When To Send This Email
Trigger
Counsel approves matter closing and separately confirms that a review request is appropriate under firm policy and applicable rules.
Timing
Send after the closing communication and any required cooling-off period defined by firm policy.
Frequency
Send once; do not chase nonresponse or selectively follow up based on predicted sentiment.
Timing note
Any legal deadline, safety issue, or matter-specific advice requires direct review by the assigned legal professional.
Why This Email Works
Personalization Notes
- Use a neutral matter reference rather than a case type in the subject.
- Link directly to the correct review profile and private feedback channel.
- Confirm all closing deliverables and unresolved duties before eligibility.
Platform Setup Steps
Trigger
Counsel approves matter closing and separately confirms that a review request is appropriate under firm policy and applicable rules.
Segment
Former clients with attorney-approved closing status and review-request eligibility, excluding unresolved, disputed, sensitive, or opted-out matters.
Delay
After closing and the firm-approved context-sensitive waiting period.
Reply owner: Client-services coordinator responsible for eligibility, suppression, private feedback, and confidentiality escalation.
- Verify attorney-approved closure, completed deliverables, jurisdictional policy, and review-platform rules.
- Insert neutral review and private-feedback links without sentiment selection.
- Send once, suppress all repeat requests, and route private or confidentiality-related responses to client services.
Stop conditions
- Stop if the matter reopens, duties remain, a dispute or complaint is active, the context is sensitive, or counsel withdraws approval.
- Stop after the first send regardless of nonresponse.
- Stop and escalate if feedback reveals confidential information, threats, safety concerns, or a request for legal advice.
Before You Send
Note: there are laws and regulations around this. Please make sure you follow any applicable rules before sending.
Subject Line Variations
- Optional feedback for {{firm_name}}
Neutral and does not disclose the practice area or outcome.
- How was our communication and service?
Focuses the request on process rather than result.
- A private or public feedback option
Use when the firm wants to emphasize recipient choice.
Mistakes To Avoid
- Asking for a five-star review
It pressures sentiment and may conflict with platform or professional rules.
Use instead: Ask for optional honest feedback without a requested rating.
- Triggering solely from a favorable outcome
It can create outcome-focused review gating and omit service context.
Use instead: Use an attorney-approved closing and neutral eligibility policy.
Sequence Placement
Use once after attorney-approved closing and any required waiting period. It is an advocacy-stage service request, not part of legal nurture; nonresponse ends the workflow permanently.
Related Email Platform Guidance
agencies standardizing lead-response systems across multiple accounts
Not best for: teams expecting a native field-service or legal practice-management system
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Disclosure
Some platform links on this page are paid links. If you choose a platform through one of them, EmailCampaigns.io may earn a commission. That does not change our recommendations. We include best for and not best for notes so you can decide based on fit, not payout.