How to request a retainer for a Client's trust account with Rocket Matter Pay.
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 Details, click the 'Add New' button, and click 'Retainer Request.'
3. Specify the retainer type, enter the retainer amount you'd like to request and select 'Send Retainer Request.'
4. The Client will receive an email requesting them to pay the fee agreement.
The 'Request Retainer' email can be customized, see How to modify the 'Request Retainer' email.