Family law: update case records when retainers arrive

Paralegals miss retainer emails, creating intake delays and billing gaps that hurt client trust. This updates the case record and notifies admin so intake tasks begin quickly.

Overview

Family law firms risk client dissatisfaction and billing gaps when retainer notices are overlooked. This flow ensures retainer details land in the case record and notifies admin so intake work begins promptly, and firms report faster handoffs and fewer missed follow-ups.

Notable Features

Record retainer details to case
Alert paralegal and attorney
Populate intake form link