Rocket Matter Knowledge Base LexCharge Integration - Credit/Debit Card ProcessingHow to request a retainer for a specific matter. (Matter level)

How to request a retainer for a specific matter. (Matter level)

1. To request a retainer for a specific matter, search for the matter name using the global search at the top of the screen and select the matter.

2. While viewing the matter, click the “Add New” button, and click “Retainer Request.” (Retainer: Matter Level)

3. Specify the amount you'd like to request.( Retainer: Matter Level)

4. The client will then receive an email requesting to pay the fee agreement. (Retainer: Matter Level)

The 'Request Retainer' email can be customized  (How to create and/or modify ‘Request Retainer’ email?)

5. The client can enter their payment information: (Retainer: Matter Level)

6. Review Payment Details:

7. Once the payment is processed, firm's operating account and recorded on the matter ledger. (Retainer: Matter Level)