# Retainer Renewal & Scope Review — Professional Services AI agent | Mihu AI

Professional Services · Growth

# Retainer Renewal & Scope Review

Proactively review and renew ongoing retainer relationships before they lapse.

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

## How it works

Tracks retainer terms and renewal dates , along with actual usage/scope over the period, via the PMS.

Schedules a renewal/scope review conversation ahead of the term ending, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).

Surfaces any scope mismatch (significantly under- or over-utilized) for the professional to address in the renewal conversation.

Processes the renewed terms once agreed, written to the PMS.

## Data sources

Practice management retainer usage/terms data

## What it targets

Renewals initiated before the term lapses Target 95%

Retainer renewal rate Target 80%