Client check-in email at the one-year anniversary of a closed matter

Track the closing date of each matter, and one year later, send the client a brief email checking in, asking whether anything has changed in their situation, such as a new hire, a property purchase, or a family change, that might call for a follow-up conversation.

Why it works: Reaching out on a set schedule, rather than waiting for the client to call, keeps your firm top of mind for the next thing they'll need help with.