Send overdue retainer notice to client and contacts
Send overdue retainer notice to client and contacts
Your locked retainer records often lack timely payment notices, leaving files suspended and billing staff to chase. Send automated overdue notices to collect payment and reopen files within 72 hours.
Overview
Unpaid retainers stall work and create backlog for billing and leadership. This workflow sends a clear, formatted overdue notice the moment a retainer record is locked and copies stakeholders so payment can be collected and files reopened within 72 hours.