How to request a retainer for a Client. (Client level - Trust)
NOTE: LexCharge integration must be activated to use this feature.
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, select '+ Add New' and 'Retainer Request'.
3. Specify the amount you'd like to request and select 'Send Retainer Request'.
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.
Once the payment is processed, it will be applied to the Client’s Trust Account.
4. The Client will then receive an email requesting them to pay the fee agreement with a link to complete the payment.
The 'Request Retainer' email can be customized (see How to create and/or modify ‘Request Retainer’ email. ).
5. The Client will be prompted enter their Payment Information. Once entered, click 'Review'.
6. Review Payment Details and select 'Pay'.
Once the payment is processed, it will be applied to the Client’s trust account.
