Unsigned retainers followed up after the consult
They liked the lawyer. Then the retainer sat in their inbox for nine days. She calls, clears up what they were stuck on, and the file opens.
A consult happened and the retainer agreement is still unsigned after the days you set.
Calls to check in, answers questions about the deposit and next steps, re-sends the agreement.
Signed retainers, a list of questions only the lawyer can answer, and closed-out maybes.
How it works
- Watches the gap
Each morning she sees consults with a retainer sent and not signed, after the wait your firm picks.
- Calls kindly
"Ms. Calder asked me to check whether you had any questions about the agreement." A check-in, never a chase.
- Answers what she can
The deposit amount on the agreement, how trust funds work in plain words, how billing updates arrive, who their contact will be.
- Passes the rest
Questions about strategy or the likely cost of the whole matter go to the lawyer as a message, and she books a short call.
- Re-sends the agreement
A fresh e-signature link by text or email, and the deposit payment link your firm uses.
- Closes the loop
Someone who chose another firm or decided not to proceed is marked closed, with the reason they gave.
Example call
- AI agentHi Mr. Bisset, it's Emma from Calder Okafor in Guelph. Mr. Haddad asked me to check in after your meeting last week. Is now okay?
- CustomerYeah, sorry. I meant to sign it. I wasn't sure about the deposit part.
- AI agentThat's a common question. The agreement asks for a 2,500 dollar deposit into trust. It sits there and is drawn as work is done, and each bill shows it.
- CustomerOkay, so it's not just gone.
- AI agentRight. Anything left at the end comes back to you. Would you like me to text the signing link and the deposit link again?
- CustomerYes please, I'll do it tonight.
After the call: Mr. Bisset signs that evening, the deposit shows in trust the next morning, and Mr. Haddad's file opens with a note that the trust question was what held it up.
What your team gets
- Retainers signed that would have gone quiet
- The reason each person hesitated, in their words
- Lawyer callbacks booked for questions about strategy or overall cost
- Closed-out enquiries with the firm they went to, when they say
- Weekly consult-to-retainer numbers by lawyer
Questions
Will this feel like a sales call?
No. She calls once or twice with a real offer to help, and if the person has decided against it, she thanks them and marks the file closed.
Can she explain the fee estimate?
She reads the deposit and rate on the agreement. Anything about what the whole matter will cost goes to the lawyer.
What about people who went with another firm?
She thanks them, notes it if they say which firm, and nobody calls again.
Hear it on your phone
Request a demo call and the agent phones you, set up for law offices like yours.