Send client retainer balance notice and attorney reminder
Send client retainer balance notice and attorney reminder
Retainer-zero emails in your inbox delay billing and leave attorneys unaware of payment needs. Clients are emailed immediately and attorneys get a one-week reminder so follow-up occurs promptly.
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Overview
When retainers hit zero, billing can stall and attorneys miss payment cues. This workflow turns billing alerts into immediate client payment requests with a one-week attorney reminder, so billing staff can close gaps before matters go dormant.