Easily Handle Retainer Transactions

ESILAW's retainer features help you manage client retainers and process retainer related transactions such as receipts and bill payments with ease.

Receiving Retainers

When you receive retainer funds from clients you can automatically print a client receipt and deposit slip. Retainers can be applied to client files when you receive them, to client bills, or to both as shown in the example below.

Using Retainers to Pay Bills

When creating a bill you can use retainers to pay them at the time you create the bill or you can apply a retainer payment after the bill has been created.

Automatic Retainer Replenishment

ESILAW's automatic retainer replenishment feature lets you specific a Minimum Retainer Balance on a client file. When you bill the client ESILAW automatically determines if a retainer needs to be replenished and adds it your client's bill.

Client Retainer Ledger and Reports

The Client Ledger displays client retainer balances and a complete history of all retainer transactions. You can print retainer ledger history as well as additional client reports that display client retainer history and balances.

* Retainer features are not available in Canada