Rocket Matter Knowledge Base Trust Accounting RM Trust: How to request a retainer for a Client.

RM Trust: How to request a retainer for a Client.

Using the global search menu, search, and select the client's profile.

Click on the clients trust balance to view all trust accounts for this client.

While viewing this page, click to 'Request Retainer'.

Select the retainer type, either 'Trust Account' or 'Matter Operating'. The client information will autofill since we previously navigated to this screen through their client profile.

Enter the retainer amount and select the trust account where the funds should be deposited.

When all information is entered, click to 'Send Retainer Request'.