Service Closure Experience for Clients
Clients now have a full service closure experience in their platform once services are complete—a key step toward giving clients clarity, confidence, and a sense of completion at the end of their legal service with Marble.
Why this matters:
Many clients at the end of their services were left wondering what was accomplished and what comes next. Now, clients receive a personalized service closure summary that brings clarity and peace of mind while reducing your follow-up load.
What clients now see in their completion summary:
A clear summary of what was accomplished (including key milestones)
Final documents delivered in one place
Your personalized attorney notes (when relevant)
A simple path to reconnect for additional services
How this benefits your workflow:
Reduces your follow-up load by cutting down “What’s next?” inquiries
Creates natural re-engagement opportunities for returning clients seeking additional services
Builds stronger client relationships through transparent communication
Action for you:
When completing service closure forms, include detailed notes about what was accomplished and any relevant context. These notes become part of the client’s completion summary, helping them understand the value of your work and feel confident about the outcome.
The result:
Clients leave with clarity about what was achieved, and you benefit from fewer administrative follow-ups and more opportunities for future engagement.
