Client Retention Call Scripts for Lawyers
In the legal world, a single missed call can mean losing a $50,000 litigation case to the firm down the street. These scripts are designed to help you nurture existing relationships so you remain the first choice for every legal matter, ensuring your clients stay loyal and keep your referral pipeline full.
Post-Service Check-In
Use this call 30 days after a case closes or a real estate closing is finalized.
Hi, this is your attorney calling. I wanted to check in and see how things have been since we wrapped up your real estate closing last month. Now that the dust has settled, I wanted to make sure you received all your final documents and see if any new questions popped up. We really valued working with you on this $2,000 closing and want to be your go-to resource for any future needs. If you need anything at all, just let me know.
Tips for this scenario
- -Mention a specific detail from their case to show you remember them personally.
- -Always ask if they received their final paperwork to ensure administrative closure.
Common Mistakes to Avoid
Pro Tips
- 1.Keep a 'personal notes' section in your CRM to mention a client's kids or hobbies during retention calls.
- 2.Schedule your retention calls during 'low-energy' times, like Friday afternoons when court is usually out.
- 3.Use SkipCalls to handle your inbound calls 24/7 so you never miss a new $5,000 emergency lead while sleeping.
- 4.Always end a call by defining the 'next legal step' so the client feels guided.
- 5.Send a handwritten thank-you note after a big win before making the follow-up call.
Frequently Asked Questions
Is it ethical to call past clients to check in?
Yes, as long as you are checking on existing work or providing relevant legal updates. Avoid high-pressure sales and focus on the 'duty of care' you have for their legal well-being.
How often should I call a past client?
For most practices, a check-in every 6 to 12 months is appropriate unless there is a specific filing deadline or law change they need to know about.
What if they ask a complex legal question I can't answer for free?
Use it as a bridge to a paid consultation. Say, 'That is a great question that requires a bit of research into the current statutes; let's get you on the calendar for a formal session.'
Should I call from my personal cell phone?
It is better to use your office line or a professional service so you can maintain work-life boundaries and ensure all calls are logged in your firm's records.
Stop Losing Potential Cases While You Are In Court
Attorneys often miss the most urgent calls because they are in proceedings. SkipCalls provides an AI Receptionist that books appointments and answers questions 24/7 for just $19.99 a month, ensuring you never lose a client to a faster competitor.
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