Rocket Matter Knowledge Base LexCharge Integration - Credit/Debit Card ProcessingHow to request a retainer for a specific matter's operating account.

How to request a retainer for a specific matter's operating account.

1. To request a retainer for a specific matter, search for the matter name using the global search at the top of the screen and select the matter.

2. While viewing the matter, click the 'Add New' button, and click 'Retainer Request.

3. Specify the amount you'd like to request.

4. The client will then receive an email requesting them to pay the retainer.

The 'Request Retainer' email can be customized  (How to create and/or modify ‘Request Retainer’ email?)

5. The client can enter their payment information.

6. Review Payment Details:

7. Once the payment is processed, the operating account a/k/a the  "matter ledger" will be updated.