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How to Improve Client Retention in Your Law Firm

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Alexis Jameson
August 18, 2025
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How to Improve Client Retention in Your Law Firm

How to Improve Client Retention in Your Law Firm

Today, law firms are investing in AI and automation to scale more efficiently. But the ones building long-term loyalty? They’re focused on communication.

Because at the end of the day, clients don’t just remember what you did, they remember how you made them feel.

This is part 1 in our client retention series. This guide will help you build a retention strategy for your firm that blends automation with meaningful human touch.

Step 1: Understand Why Communication Matters

Retention isn’t about results alone. How you guide and inform clients along the way plays a key role in client retention and referrals. 

And the numbers don’t lie:
  • 22.8% of clients leave due to a lack of communication, making it the second most common reason clients fire their law firm (LexisNexis)
  • 82% of legal consumers say timeliness in communication is essential when choosing a lawyer (CallRail)
  • The #1 bar complaint is lack of communication (NationalLawReview)

These aren’t small misses.

When communication breaks down, clients lose confidence. No matter the outcome of the case, if a client feels left in the dark, they’ll walk away feeling uncared for. And with that, retention and referrals disappear too. 

Step 2: Use AI to Support, Not Replace, Your Team

The client experience starts long before a case is opened, it begins at intake. And too often, that first impression gets lost to missed calls, long wait times, or clunky forms.

This is where AI can make a real difference for your firm. 

Tools like Voice AI can greet every caller immediately, capture key information, and route urgent matters to the right person on your team. That means no voicemail black holes, no frustrating delays, just a fast, helpful response from the start.

It’s a small shift, but it can dramatically improve how potential clients feel about your firm from the first interaction.

But here’s the key: AI is a support tool, not a replacement. The human touch and empathy remains essential for client trust.

If you want to improve your intake process using AI and increase Google Reviews, check out part 1 from Matador Solutions (experts in legal digital marketing).

Step 3: Automate to Inform

Clients shouldn’t have to guess what’s going on. That’s where automation and tools like Hona’s client portal can help. When customized well, client portals become communication hubs that help clients feel informed and cared for:

  • Automate case updates, event reminders, and messages
    • For your firm- these keep clients in the loop without adding to your team’s workload.
    • For your clients- frequent updates and messages reduce anxiety, limit follow-up questions, and show your clients you’re on top of their case.

  • Use automation to deliver more personal touches
    • Like birthday messages or check-ins during slow periods.
    • (Below is an example of a real Google review from a firm that uses the automated birthday messages in Hona).
Google review of a firm that uses a client portal for automation


Small, thoughtful gestures go a long way in a profession where communication often feels transactional.The goal is to make automation feel warm and human, not robotic. This builds client trust and keeps them engaged.

Step 4:  Empower Your Team to Deliver Exceptional Client Care

There are moments in every client relationship where tone and empathy matter more than speed.

Delays. Sensitive updates. Gray areas. These are not moments to let automation take over. Even a short call or personal note can reinforce trust and show clients that someone’s paying attention. With the every day communications taken care of, your team can spend more time providing personalized support.

But tech alone won’t cut it. Your team still needs the tools, training, and clarity to communicate with consistency and care.

When you combine smart systems with a team that knows how to show up, that’s when you start building real client loyalty.

Conclusion: Build a Simple System That Works

You don’t need a major overhaul to improve retention. The most effective firms use simple systems that:

A checklist on a notebook paper background that reads: bullet point one automate routine communication, bullet point two: use AI o streamline intake &inquires, Bullet point three: grow a team trained in empathy and nuance.

This approach reduces client uncertainty, saves your team time, and ensures nothing important slips through the cracks.