fractionalplaybook

Goodlawyer’s Platform

Action Reports (Sentiment)

Submit Action Reports often to allow us to provide you with proactive support.

An Action Report (sometimes referred to as the sentiment) is an update to your Account Manager on the health of the business and your sentiment toward your mandate at any time, without your client seeing it. Think of this like the call button on an airplane — you ring the bell and we’ll come help you.

How to Submit

Throughout the Goodlawyer App, you will see buttons with a smiling icon or emoji — click on these to open the Action Report form. You will be prompted to answer some simple questions, select an emoji ranging from Great to Awful, and enter some notes and additional context.

Notion image

When to Submit an Action Report

You can submit Action Reports as often as you want, but our system will reset your score every 30 days — please submit a sentiment score at least once per month. It’s way, way better for us to be proactive at the soonest sign of possible turbulence, rather than wait until we are forced to be reactive.

🚩

There are some critical signals, good and bad, that you should let us know about ASAP if you see them:

🔄 New people in key roles or team re-orgs

📉 The client going quiet, missing meetings, or work slowing down

⚖️ Work drifting to outside counsel

💸 Budget tightening, legal risks, or changes in your regulatory landscape

📈 Signs the business is growing or gearing up for something new

🆘

If you encounter any issues or simply want a demo, please email tom@goodlawyer.ca for support.

 
Did this answer your question?
😞
😐
🤩