Signed Retainer Follow-Up
A legal lead is not won when a form is submitted. It is won when the right prospect is reached, screened, documented, and moved through the firm’s approved retainer process.
Where retainer follow-up leaks
Prospects stall after the first call, ignore e-sign links, forget document requests, miss callbacks, or never finish intake after being screened.
What the workflow should preserve
Preserve matter type, source, consent, screening status, document status, retainer status, next-step owner, and all follow-up history.
Compliance and attorney control
Follow-up should use firm-approved scripts, avoid legal advice, respect opt-outs, and escalate sensitive questions to trained staff.
Common questions
Is this for all practice areas?
The workflow is most useful where intake volume is high and follow-up loss is measurable: plaintiff firms, mass tort, employment, PI, consumer, and other intake-heavy practices.
What metric matters?
Cost per signed retainer is usually more useful than raw lead volume.