The reason clients leave isn't your legal work. It's silence.
AutoStack reads your email, calls, and matter notes in Clio, MyCase, or Filevine, and flags the clients going quiet before they leave, in one weekly risk brief. It tracks promises and communication, not legal advice.
Free 3-minute audit, no credit card. Works alongside Clio / MyCase / Filevine.
Acme account · This week
Law · Drifting
- a client gone quiet mid-matter
- Promise overdue: revised plan
- Sponsor missed last 2 calls
- Save play suggested
- Check-in not sent
Otto: Matches 6 accounts you lost. Drafted a check-in, ready to send.
The quiet exit
How firms like yours lose clients they could have kept
- It's almost never the legal work. The client went quiet mid-matter, asked 'any update?' twice, and the tone moved to 'I keep calling and can't reach anyone.' No one on your side caught it because nobody was watching the firm's own responsiveness across every open matter. The number one complaint at the bar, and the number one allegation in grievances, is failure to communicate.
- The 'we'll send the revised settlement range by Friday' someone said on a call lives in nobody's task list. Staff assume another attorney has it. Friday passes, the client notices before you do, and a slipped update is exactly where the goodbye, and sometimes the grievance, starts.
A client goes quiet mid-matter, a promised update slips, and they email twice asking 'any news?' before going cold. Nobody complained, so nobody noticed. Then they fire you, or worse, file a grievance. The top bar complaint isn't bad lawyering, it's a lack of communication.
The retention lift that can raise profit 25 to 95% (Bain)
How much more existing clients spend than new ones
What winning a new client costs versus keeping one
Catch it, with the tools you already run
AutoStack reads what is already in your law stack and turns it into one weekly risk brief. Nothing new to log into.
- 01
Promise ledger
Every commitment you made, tracked from call, email, and CRM.
- 02
Win-loss radar
Each live account matched to the ones you won and the ones you lost.
- 03
Company brain
What your firm did to save an account like this, last time.
Connected sources
Reading- Clio
- MyCase
- Filevine
- Outlook
- Gmail
Acme Corp flagged: risk Medium → High
Connects to the tools law firms run on
FAQ
Law client retention, answered
Law firm client retention is how a firm keeps the clients it already has. The hard part is that the leaving is quiet: the number one client complaint at the bar is a lack of communication, not legal quality, and nearly all dissatisfied clients go cold rather than complain. AutoStack is client relationship intelligence built for that problem. It connects to your email, calls, and matter notes in Clio, MyCase, or Filevine, then runs on three pillars: a promise ledger of every commitment your firm made to a client, a win-loss radar that flags the communication fingerprint of a client about to leave, and a company brain that recalls what kept past clients. It hands you a weekly relationship risk brief you act on in minutes. It tracks promises and communication only. It does not give legal advice, run conflicts, or make any ethics or malpractice call. Every legal judgment stays with the attorney.
Your AI relationship-risk analyst
Otto reads the calls, email, and notes your team already creates, keeps the promise ledger current, watches every account for drift, and drafts the weekly risk brief, so your team spends its time saving relationships, not hunting for them.
Assistive & reviewable. Otto recommends, you decide. Never autonomous.
Otto
Activity · Today
Otto logged 4 new promises from Northwind Co.'s call.
Promise ledger· 2mOtto drafted a check-in for an account going quiet.
Next move· 5mReady to sendOtto flagged Vela Group: sponsor quiet, risk rising.
Risk radar· 1hHigh riskOtto matched Atlas Studio to 3 accounts you lost.
Pattern match· 3hReview
Acme Corp just moved to High risk
Sponsor went quiet · 2 promises overdue
Stop losing law clients you could have saved
Run the 3-minute audit and we'll show you which client relationships are slipping right now.