Turn Client Payments into Reviews with TrueReview

Connect Confido with TrueReview to automatically request feedback after clients receive payments or digital disbursements.

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How the Integration Works

Confido and TrueReview connect through Zapier to trigger review requests after qualifying payment activity.

1

Complete Transaction

A client receives a digital disbursement or completes a payment through Confido.

2

Send Request

TrueReview automatically sends a customized email or SMS with a direct review link.

3

Capture Feedback

Clients leave feedback on your selected review platform, with reminders sent when needed.

TrueReview Feature Image - Light

See the integration in action

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Key Workflows

Build review requests into the client moments most likely to generate a response.

Settle Disbursements

Request feedback after a client receives settlement funds through Confido.

Completed Payments

Trigger review outreach when a qualifying client payment is processed.

Email and SMS Requests

Reach clients through branded messages with direct links to your review profiles.

Automated Follow-Ups

Remind clients who have not yet responded without contacting them manually.

Why TrueReview + Confido?

Confido and TrueReview work together to turn positive payment experiences into visible client feedback.

Better Timing

Ask for reviews immediately after an important financial moment in the client relationship.

Less Manual Follow-Up

Replace phone calls, printed cards, and one-off emails with automated outreach.

More Review Visibility

Direct clients to Google, Yelp, Avvo, or other selected review platforms.

Measurable Engagement

Track requests, clicks, completed reviews, and campaign performance through TrueReview.

The TrueReview + Confido Story

Explore the Partnership

Article

• Jun 26, 2026

• 3 min read

Confido Partners with TrueReview to Automate Client Review Requests

Emery Wager

Confido announces partnership with True Review to automate client reviews at settlement. Capture feedback at the moment when clients receive their money.

Confido Legal has significantly streamlined our accounts receivable process. It's easy to create a secure payment link that I can send through our regular billing system or via email. The platform makes it easy to check whether payments have been made and follow up with clients promptly regarding outstanding balances. It takes a fraction of the time compared to our prior processor.

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Anne Marie Sargent

Connor & Sargent, PLLC

Before working with Confido Legal, processing client payments was time-consuming and required a lot of manual follow-up. Their integration made it easier for our team to track payments, helping us convert accounts receivable into cash faster.

shannon-valliere

Shannon Valliere

CunninghamLegal

Confido helped us create a system that automatically splits client payments based on the items in each invoice and routes the funds to the right bank accounts. Money for client payment for government filing fees goes directly into our trust account, while earned fees go into our operating account. The client pays once, and everything else happens behind the scenes. It’s saved us a lot of time and made the payment experience much simpler for our clients.

Samuel Susser

Siskund Susser

Confido offers our clients the seamless convenience of paying online. This saves administrative time for us and them and automates an essential part of our business.

Jared Bona

Bona Law

Ready to Integrate Confido with TrueReview?

See how Confido and TrueReview automate review requests following client payments and digital disbursements.

Schedule a Demo

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