How to request a retainer for a specific Matter's operating account with Rocket Matter Pay.
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.
TIP: If you have more than one email address for your client, you can navigate to the contact record and add the additional email in the Home Email field. This will prompt you to select between either the Work Email or Home Email when requesting your retainer.
The 'Request Retainer' email can be customized, see How to modify the 'Request Retainer' email.