Send retainer packet when matter advances to step

You miss sending retainer and fee agreements when a matter step advances, delaying intake. You receive signed engagements and can begin work the same day.

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Overview

When a matter advances, sending the retainer immediately removes administrative friction and gets attorneys the signed engagement they need to start work. This turns manual follow-up into a near-instant send-and-log process, delivering signed retainers the same day and reducing intake backlog.