Field Notes
Practical articles on client retention for professional practices—touchpoints, renewals, and front-line habits from Magnolia Core advisors.
Articles grounded in law, medical, and accounting practice realities—not generic business advice.
Why matter-closure letters matter more than your newsletter
Professional practices often invest in monthly emails while ignoring the last document a client receives from a matter. That gap drives silent churn.
Read more
Designing recall paths that hygienists will actually follow
Dental and medical recalls fail when intervals live only in the software. Front-line staff need a visible ladder and a named captain.
Read more
Retainer renewals without the awkward silence
Annual retainer conversations stall when firms send invoices before context. A renewal calendar aligns partners and coordinators on timing and message.
Read more