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Create and send client retainer for signature requests

Create and send client retainer for signature requests

Your retainers are created and sent manually, causing missed signatures and delayed billing. Get retainers sent and matters updated automatically so staff have signed agreements same day.

Create and send client retainer for signature requests

Overview

If your intake still requires assembling and emailing retainers by hand, signatures and billing readiness slip downstream. This workflow selects the correct retainer by matter type, sends the client a role-based signature invite, and updates the matter record so intake coordinators and billing staff have signed agreements same day.

Create and send client retainer for signature requests