The case closes, the client is invited to review, and the right office gets the credit. Nobody remembers to do it.
Asking a finished client for a review depended on a fee earner or a marketer remembering to do it, so invitations were missed and landed against the wrong office.
One URL a legacy system can call, that does the modern work for it.
Fire-and-log webhook
One stateless URL that validates, acts, logs and reports back, letting a legacy system drive APIs it could never call itself.
Central ID translation
The caller only knows the internal branch ID, which is why the planned migration to another CRM needed zero mapping work.
Raw responses kept
Every 'did this send?' question is answerable years later, including the platform's own error text.
Proclaim's workflow does the triggering.
When a case reaches the review-request stage, Proclaim calls the endpoint twice, once per platform. The client gets an email and the review appears on the correct office's profile.
Eligible clients are asked at the right moment with zero staff effort, and each invitation is attributed to the correct office so per-office ratings stay accurate.