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 '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.