Generate a neutral, compliant review request message for email or text, ready to send once a matter has concluded.
A legal marketing consultant can help you build an automated, ethics-compliant review request process into your intake and case closing workflow.
Asking a current or former client to leave a review is permitted in nearly every US jurisdiction, and Rule 7.3 of the ABA Model Rules specifically excludes former clients from the general ban on soliciting business. The rules that matter most in practice: never offer anything of value, including payment, a gift, or a bill credit, in exchange for a review, since this is treated as compensating for a recommendation under Rule 7.2 in most jurisdictions. Never draft the review yourself or tell the client what to write. Never condition anything on the review being positive. And never disclose confidential client information when responding to any review, positive or negative, since ABA Formal Opinion 496 confirms that discussing case specifics in a public response can violate confidentiality even if the client brought it up first.
Timing also matters for both compliance and effectiveness. Requesting a review on the same day as a final invoice is broadly discouraged, since it can create pressure that undermines the neutrality of the request. Spacing the request out, even by just a few days after the matter concludes and the final bill is sent, keeps the request cleaner and generally performs better. Once you've sent your review request, our local SEO checklist covers the broader review management process, including how to respond once reviews start coming in.
This is genuinely disputed territory. At least 1 state bar ethics opinion has permitted a modest bill credit for leaving a review, provided the credit isn't conditioned on the review's content and is disclosed appropriately, but most current guidance treats any incentive as a meaningful compliance risk best avoided entirely. The safest and most broadly compliant approach across every jurisdiction is a neutral request with no incentive attached at all, which is the approach this tool generates.
Sending a review request only after a matter has concluded, and generally regardless of outcome, is the most defensible approach, since selectively asking only satisfied clients while skipping dissatisfied ones can create a misleadingly skewed public review profile over time. Some firms do use judgment about timing for particularly difficult or contentious matters, but a systematic, consistent request process across all closed matters, tracked through our legal time tracker, is generally considered the most sustainable and ethical long-term approach.
Both are commonly used and both are generally permissible, though completion rates for text message requests are often reported as meaningfully higher than email, likely due to the immediacy and higher open rates typical of SMS. Whichever channel is used, the same underlying rules apply: no incentive, no drafting the review, and no pressure tactics. Timing this alongside our legal invoice generator helps ensure the request goes out a few days after, not the same day as, the final bill.