Rocket Matter Knowledge Base Trust Accounting How to request a retainer for a client? (Client level - Trust)

How to request a retainer for a client? (Client level - Trust)

NOTE: LexCharge integration must be activated to use this feature.

1. To request a retainer for a specific client, search for the client’s name using the global search at the top of the screen and select their contact name.

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

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

Once the payment is processed, it will be applied to the client’s trust account.

4. The client will then receive an email requesting to pay the fee agreement.

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

5. The client can enter their payment information:

6. Review Payment Details:

7. Once the payment is processed, it will be applied to the client’s trust account. (Retainer: Client Level)