How to Automate Client Review Requests with TrueReview

Overview

When a client receives a settlement payment through Confido, TrueReview can automatically send them an email or SMS with a link to leave a review on your preferred platforms (Google, Capterra, etc.). The entire workflow runs on Zapier with minimal setup.

What you'll need:

• A Confido account with digital disbursements enabled

• A True Review account (contact Confido for discounted pricing)

• A Zapier account (free tier available)

Step 1: Set Up Your True Review Account

Before creating the Zapier automation, configure your review sources in True Review.

1. Log in to True Review

Go to your True Review dashboard and sign in with your account.

2. Add Your Review Sources

True Review lets you collect reviews from multiple platforms. Common sources for law firms include:

• Google Reviews

• Yelp

• Avvo

• Any other platform where your firm has a profile

For each source, TrueReview will create a direct link. When clients click that link, they're taken straight to your review profile on that platform.

3. Set Up Your Campaign

In TrueReview, create a campaign for your automated review requests. This is where you'll define the email and SMS messages that go out to clients.

Example email template:

"Thank you for working with [Firm Name]. We'd love to hear about your experience. If you have a moment, please leave us a review on the platform below."

You can also set up reminder messages to send a few days later if the client hasn't reviewed yet. TrueReview tracks who has reviewed and who hasn't, so reminders only go to clients who haven't left feedback.

Step 2: Create the Zapier Automation

Now you'll connect Confido and TrueReview through Zapier.

1. Log in to Zapier

Go to zapier.com and sign in. Click "Create" to start a new Zap.

2. Set Your Trigger: Confido Payment Processed

Search for "Confido" as your trigger app.

Select the trigger event: "Payment Processed."

Connect your Confido account when prompted. Zapier will ask you to authenticate with Confido. Follow the prompts and authorize the connection.

Test the trigger. Zapier will pull in recent payment data from your Confido account so you can see what information is available.

3. Set Your Action: True Review Request

Click "Add Step" and search for "TrueReview" as your action app.

Select the action: "Create Review Request"

Connect your TrueReview account. Authenticate with True Review in Zapier.

Map the fields:

• Client Email (from Confido payment data)

• Client phone (if using SMS)

• Client Name

• Campaign (select the campaign you created in TrueReview)

4. Test the Zap

Zapier will run a test using recent data from Confido. Check your TrueReview dashboard to confirm a test review request was created.

5. Turn It On

Once you've confirmed the test works, click "Publish" to activate the Zap. The automation is now live.

Step 3: Monitor and Optimize

Track Your Review Rate

TrueReview provides analytics on how many clients received review requests, how many clicked, and how many left reviews. Check this regularly to ensure the automation is working and to identify which review platforms generate the most engagement.

Test Different Messages

TrueReview allows A/B testing of your email and SMS templates. If you notice low click-through rates, try different subject lines or message copy to see what resonates with your clients.

Need help? Reach out to the Confido support team for assistance with setup or troubleshooting.