How to modify ‘Request Retainer’ email.

Customize the email your clients see when they receive a request retainer payment.

1. Go to your 'Settings'.

2. Click 'Edit request retainer email'.

3. Customize the email body your clients see when they receive a request retainer payment notification. Use the merge fields on the right-hand side of the screen to populate specific matter related data. Click 'Save Email Template' when done.