Turn unsigned retainers into a recovery board before qualified cases vanish.
SignBack helps small plaintiff-side firms see which qualified prospects still need reassurance, logistics, or a staff-reviewed follow-up before the e-signature window goes cold.
Validation page only. Early firms get a manual redacted review before SignBack becomes software.
retainer recovery
27 unsigned · 9 stale · 4 attorney handoffs
Call today
Consult completed 6 days ago; prospect opened retainer twice but did not sign
Attorney reassurance
Prospect asked about fee structure and medical bills after first consult
Log lost reason
No reply after 4 attempts; likely retained competitor after weekend
Staff-reviewed next step
“Send plain-language e-sign help, then route to attorney if fee question repeats.”
Narrow customer
Small plaintiff-side PI firms where intake specialists, paralegals, or legal assistants chase qualified prospects after consultation.
Paid problem
Unsigned retainers leak revenue after the firm has already paid for leads, screened the matter, and spent attorney time.
Landing test
Join to test a concierge redacted recovery-board review before SignBack builds Clio, Lawmatics, or e-sign integrations.
Day-in-the-life pain
The consult went well. The retainer is still unsigned. Nobody knows the next best move.
It is Thursday afternoon. Your ad campaign produced good cases, attorneys took consults, e-sign links went out, and the paralegal is now sorting voicemails, sticky notes, and reminders to decide who needs another chase before the weekend.
Input
Import a redacted unsigned-retainer list: consult date, case type, retainer sent date, staff owner, contact permissions, and latest notes.
Checks
SignBack flags stale prospects, no-contact gaps, duplicate chase attempts, attorney-review needs, unclear contact status, and likely lost reasons.
Output
A weekly recovery board with priority, next action, staff-reviewed message drafts, attorney handoff notes, and retainer-leakage totals.
Why the workaround breaks
An e-sign link is not a follow-up system.
Spreadsheets, calendar reminders, and CRM fields can store status, but they rarely tell a busy PI team which unsigned retainer deserves attorney reassurance, which needs logistics help, and which is already aging out.
Unsigned-retainer queue
Focus on qualified prospects after consultation — not every call, voicemail, or generic website inquiry.
Follow-up ladder
Staff-reviewed phone, email, and text prompts that keep cadence consistent without pretending to be legal advice.
Attorney vs. staff routing
Separate prospects who need lawyer reassurance from people who only need logistics, e-sign help, or a clearer next step.
Lost-reason capture
Tag competitor, no response, fee confusion, family delay, bad contact info, or not a fit so owners see where conversion leaks.
Weekly recovery packet
Show retainers recovered, aging prospects, next actions, and the revenue-risk queue before another lead source gets blamed.
Evidence, not proof
Public legal-community threads point to the same narrow gap: follow-up after intent, before signature.
These sources do not prove demand. They justify a focused validation question: will a small PI firm share a redacted unsigned-retainer list to receive a manual recovery board?
Reddit r/LawFirm · intake follow-up tracking
A law-firm thread asks whether firms use a CRM, calendar reminders, spreadsheets, or memory to track prospective clients who do not retain immediately.
Reddit r/LawFirm · qualified leads not returning retainers
An injury-firm intake specialist says the firm has enough qualified leads, but potential clients are not returning easy electronic retainers.
Reddit r/LawFirm · missed calls and tire-kickers
A solo/small-firm owner describes juggling case work with urgent intake calls, thin voicemails, and tire-kickers that consume hours better spent on paying matters.
Reddit r/paralegal · PI follow-ups after outsourced intake
A PI paralegal says initial intake is outsourced, but internal staff are still doing follow-ups to get prospective new clients to sign.
Objections
Why this deserves its own test.
Why not just use a legal CRM?
Many CRMs track leads broadly. This test is narrower: the post-consult, unsigned-retainer gap where a qualified matter can still disappear.
Is this legal advice?
No. The first version is workflow support: sorting, reminders, staff-reviewed drafts, and better records. Your firm controls what gets sent.
What about client privacy?
Early users can start with redacted exports or aliases. The concierge review proves the board is useful before any integration is requested.
What if we outsource intake?
That is exactly where the gap often remains: vendors can handle first contact, while your team still owns signing, reassurance, and final conversion.
Early waitlist offer
Send a redacted list of unsigned retainers and recent follow-up notes. You get a manual recovery board with priority, next action, suggested staff-reviewed wording, and questions to improve the process.