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CSD Menu
Ramos Law
CSD Platform
Ramos Law
Main
📊 Dashboard 📈 Analytics 🏅 Scorecards 📋 Reviews
Monitor
🔔 Alerts ⭐ Google Review
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Dashboard
Client Exit Interview Analytics
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📝
MS Forms
Exit Interview
→
⚡
Power Automate
Auto trigger
→
📁
SharePoint
Excel workbook
→
📊
CSD
Connected
● Live
Ratings Trend
Monthly averages by category
Referral Breakdown
Willing to refer split
Google Review Status
Link pipeline overview
Monthly Volume
Surveys submitted per month
Rating Categories
Average score per dimension
Attorney vs Paralegal
Communication rating over time
Client Suggestions
🧑‍⚖️ Attorneys
Name Surveys Comm Outcome Overall Badge
📋 Paralegals
Name Surveys Comm Outcome Overall Badge
⭐ Google Review — Survey Submission Summary
Status JanFebMarAprMayJun JulAugSepOctNovDec Total
📊 Survey Count by Submitter
Month Total
Reviews
# Case Attorney Paralegal A.Comm P.Comm Outcome Overall Avg Sentiment Referral Review Submitter Email Date
🔴 Critical Rating
Case Attorney Detail Avg Rating Date
⚠️ Declined — No Link Sent
Case Attorney Detail Avg Rating Date
Cases with Link Sent
Case Attorney Paralegal Avg Rating Date
Preview — Dashboard
📊 Dashboard 📈 Analytics 🏅 Scorecards 📋 Reviews
📝 MS Forms → ⚡ Power Automate → 📁 SharePoint → 📊 CSD ● Live
Total Reviews
142
Avg Attorney
4.6
Avg Paralegal
4.5
Referral Rate
78%
Link Sent
62%
Case Outcome
4.4
Preview — Top bar actions
Weekly Monthly Yearly Total
📥 CSV ⚡ Sync

Period filters update all KPIs and charts. Sync refreshes SharePoint data. CSV export appears on the Reviews page.

Preview — Analytics
📊 Dashboard 📈 Analytics 🏅 Scorecards
Attorney Comm
4.5
Paralegal Comm
4.4
Case Outcome
4.3
Client Suggestions
"Communication was excellent throughout my case. Would appreciate more frequent status updates during the settlement phase."
Preview — Scorecards
📊 Dashboard 📈 Analytics 🏅 Scorecards
Name Surveys Comm Outcome Overall Badge
J. Martinez 28 4.7 4.6 4.6 ✓ Excellent
S. Chen 22 4.5 4.4 4.5 ~ Good
Preview — Reviews
🏅 Scorecards 📋 Reviews 🔔 Alerts
# Case Attorney Paralegal Overall Referral Review Date
1 Garcia — Auto J. Martinez A. Brooks 4.8 Yes Sent 03/15/26
2 Williams — Premises S. Chen M. Patel 4.2 No Declined 03/12/26
Preview — Alerts
📋 Reviews 🔔 Alerts ⭐ Google Review
🔴 Critical Rating
Case Attorney Detail Avg Rating Date
Thompson — WC S. Chen Low communication score 2.4 03/10/26
⚠️ Declined — No Link Sent
Williams — Premises S. Chen Client declined review link 4.2 03/12/26
Preview — Google Review Pipeline
🔔 Alerts ⭐ Google Review
Link Sent
88
Client Declined
24
Withheld
12
Case Attorney Paralegal Avg Rating Date
Garcia — Auto J. Martinez A. Brooks 4.8 03/15/26
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