When a matter is closed in Smokeball, Reviewflowz asks its client for a review. The review is credited to the matter's responsible attorney, so you see which attorneys earn your reviews.
How it works
A matter is closed in Smokeball.
Reviewflowz reads it from Smokeball within the hour, and the matter's first client with an email or a phone number becomes a contact.
The request goes out after your delay.
The client's review is matched to the matter and credited to the responsible attorney.
What triggers a request
Trigger | When it fires | Who is asked |
Matter status: Closed | A matter is closed after you connect | The matter's first client with an email or a phone number |
Matter status: Open or Pending | A matter reaches that status after you connect | The same client |
Matter stage | A matter moves into a stage you pick | The same client |
The Closed row is on from the moment you connect and sends to the Smokeball — Matter Closed request. Add more with + Add a trigger.
Your last 90 days of closed matters are imported so reviews can be matched and credited. Nothing is sent to any of those clients.
Connect Smokeball
The Developer Console comes with the Smokeball Prosper+ plan, once Smokeball approves your firm's API access request. Your firm then creates a Private App and copies four values: region, Client ID, Client Secret and API key.
From Smokeball's API access article.
Ask for API access. Send Smokeball the firm API access request form, or ask your Smokeball account manager. Name Reviewflowz as the third-party developer you've hired. You can paste this:
We are on the Smokeball Prosper+ plan and would like API access for a private app that reads our closed matters and registers one webhook. The app will use the Client Credentials Grant and run on our behalf at Reviewflowz (reviewflowz.com), the third-party developer we have hired to send our clients a review request after a matter closes. Scopes needed: matters/read, contacts/read, staff/read, firm/read, mattertypes/read, stages/read, stagesets/read, webhooks/read, webhooks/write. We have reviewed the Smokeball API documentation at docs.smokeball.com.
Create a Private App. Once approved, sign in to the Developer Console, select your region and click New App. Set Type to Private and Grant Type to Client Credentials, and leave Public Client off: it can't be changed later.
Smokeball's example shows Public and Authorization Code. Pick Private and Client Credentials.
Add the scopes. On the app's Production tab, add the nine scopes from the request above and save.
Copy the Client ID and Client Secret from the app's Credentials panel (Reveal secret shows the secret).
Copy the API key. In the Developer Console's API section, click Click to reveal on your region's key and copy it. Use the key that's already there, so every other tool keeps working.
Smokeball's example shows the AU key and highlights Rotate Key. You see your region's key: copy it and don't rotate it.
In Reviewflowz, open Integrations, go to the Automate Review Requests tab and click the Smokeball card. If you already have an integration connected there, click Connect another integration first. Pick Your Smokeball region, paste the three values and click Connect Smokeball.
Link your practice areas to locations
Each practice area points its matters' requests at one location's review profile. Larkspur & Finch Law splits its four practice areas between Raleigh and Durham. A matter in an unlinked practice area uses the location nearest to the client's address in Smokeball, and Fall back to covers the rest. With a single location, every practice area is linked to it for you when you connect.
Set up the request
Timing. Send message sets the delay, from as soon as possible to 7 days. Larkspur & Finch Law sends after 1 day, then a Second message after 3 days.
Channel. Email, SMS or WhatsApp.
Message. The From name is "Larkspur & Finch Law" and the Subject "Thank you for trusting us, {{first_name}}", which Odessa reads as "Thank you for trusting us, Odessa". The Button text is "Leave a Google review".
Direct reviews to. Smart routing puts one button in the email, and your objectives pick the site. Show all options on the email lists every site.
Turn it on
The Smokeball — Matter Closed request starts as a draft. Finish it, open it in Requests and click Turn requests on. The Syncing panel's Asking clients of matters closed after shows the moment you connected.
Cancelled and reopened matters
If a matter is cancelled, deleted or reopened before its request goes out, the request is withdrawn.
See what it brings back
The Requests page counts Contacts, Requests, Clicked CTA, Matched and Stopped. Saoirse Pruett's Google review is credited to Leila Okafor, the responsible attorney. Reports > Dashboard > Team Attribution ranks attorneys: Leila Okafor 8, Owen Finch 1. The CRM Integration card with the Smokeball pill tracks New Requests, Links clicked and Reviews Matched.
Good to know
A red card says what to fix: enter the app's current Client ID and Client Secret, copy the current API key for your region, or add a missing scope on the Production tab. Your trigger and practice-area links stay.
Disconnect stops reading Smokeball and cancels requests that haven't gone out. Your contacts, requests and practice-area links are kept.
