For law firm owners: Never miss retainer requests

Law firm owners juggling intake spreadsheets miss retainer updates, causing onboarding delays and billing oversights. Alerts send retainer details to ops and case teams so onboarding starts.

Overview

Missed retainer updates delay client onboarding and create billing oversights for law firms; this workflow routes every retainer row directly to operations and case teams. The result is faster handoffs, no overlooked retainers, and clear visibility for owners into onboarding status.

Notable Features

Send retainer alerts to ops
Route retainer details to case teams
Create onboarding task for each retainer