Back to Case Studies
Vanguard Litigation
Civil Litigation
Automated Client Communication Loop
Discover how we transformed their operations through intelligent automation.
Key Result
60% Fewer Inbound Calls
Timeline
3 weeks implementation
n8nTwilioSendGridSalesforce
The Challenge
The firm was plagued by constant inbound calls from clients asking for status updates. Additionally, they were missing opportunities to collect reviews and referrals after successful case closures.
Our Solution
We implemented a 'Client Pulse' system using n8n. Whenever a case status changes in their CRM, n8n triggers a personalized SMS and email update to the client via Twilio and SendGrid. Upon case closure, a separate workflow automatically requests feedback and guides happy clients to leave a Google review.
Results & Impact
- 60% reduction in inbound status calls
- 4.8/5 star average rating (up from 3.5)
- 30% increase in referral business
- Improved client satisfaction scores
"Our clients feel more informed and cared for, and our staff isn't tied up on the phone answering the same questions all day. The automated review requests have also significantly boosted our online reputation."