# Client Satisfaction Check-in Mid-Matter — Professional Services AI agent | Mihu AI

Professional Services · Documents

# Client Satisfaction Check-in Mid-Matter

Catch client dissatisfaction with communication or service mid-matter.

Set up this outcome

## Apps this needs

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

## How it works

Runs a brief satisfaction check-in at a meaningful point in longer matters, checked against the PMS matter timeline, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).

Asks about communication frequency/clarity and general satisfaction, not the substance of advice given.

Escalates any concern immediately to the responsible professional or practice manager.

Logs positive feedback for the eventual review/testimonial request, written to the CRM.

## Data sources

Practice management matter timeline Satisfaction survey

## What it targets

Mid-matter check-ins completed for eligible matters Target 70%

Concerns escalated within 24 hours Target 100%