Professional Services · Growth

Ongoing Retainer Relationship Onboarding

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

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

  1. 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.
  2. Schedules an initial relationship-planning call with the assigned team.
  3. Confirms billing/reporting cadence expectations clearly.
  4. 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%