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.
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
Compliance & Security
File closing procedures must comply with state bar requirements for client file retention and destruction timelines.
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