# Ongoing Retainer Relationship Onboarding — Professional Services AI agent | Mihu AI

Professional Services · Growth

# Ongoing Retainer Relationship Onboarding

Onboard clients who've signed an ongoing retainer/general counsel-style relationship with clear expectations.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

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

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Sends a structured onboarding covering how to reach the team, what's included in the retainer, and how out-of-scope work is handled, pulled from the PMS.

Schedules an initial relationship-planning call with the assigned team.

Confirms billing/reporting cadence expectations clearly.

Runs a 30-60-90 day check-in to ensure the relationship is working as expected, tracked in the CRM.

## Data sources

Practice management retainer/relationship terms

## What it targets

New retainer clients completing onboarding Target 90%

90-day check-in completion Target 85%