How to modify the 'Request Retainer' email.
Customize the email your Clients see when they receive a request retainer payment by modifying the 'Request Retainer' email.
1. Select 'Settings' from the left-hand navigation panel.
2. Click 'Edit request retainer email'.
3. Customize the Subject, 'Email Body' and Payment Link Text that your Clients see when they receive a request retainer payment notification. Use the merge fields on the right-hand side of the screen to customize matter and client related data.
4. Click ‘Save Email Template’ when done.
Need to add a new Matter or Client Field available? Click here to learn how!
Need more help? Contact our Award-Winning Support Team at (888) 432-1529 or by email [email protected].