Post-Resolution Client Wrap-Up
Automates case closure — final summary letter, document delivery, satisfaction survey, referral request, and long-term stay-in-touch for post-resolution clients.
What This Automation Does
How It Works
Case Closed
Attorney marks matter closed in case management system
Case Closure Summary
Formal closure letter summarizing outcome, key dates, and any next steps
Document Package Delivery
All executed documents and key correspondence delivered via secure client portal
Satisfaction Survey
3-day post-closure: brief NPS survey with follow-up questions
NPS ≥ 8?
If satisfied: trigger referral and review request. If NPS < 8: flag for managing partner follow-up.
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
File closing procedures must comply with state bar requirements for client file retention and destruction timelines.
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