Professional Services · Growth

Retainer Renewal & Scope Review

Proactively review and renew ongoing retainer relationships before they lapse.

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

  1. Tracks retainer terms and renewal dates, along with actual usage/scope over the period, via the PMS.
  2. Schedules a renewal/scope review conversation ahead of the term ending, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).
  3. Surfaces any scope mismatch (significantly under- or over-utilized) for the professional to address in the renewal conversation.
  4. 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%