Feature Summary
The Retainer agreement is the start step of creating a client case in the system. The terms differ from law firm to another, which requires special consideration in designing the agreement to cover these variables. The details of this topic will consider the Agreement definition, Agreement Implementation, and Agreement Printing
Retainer Agreement Flexibility
Agreement Definition
When defining agreement, the system considers Fees percentage / Hourly rates / Minimum Guaranteed Client percentage / Loans interest rates...Etc.
Agreement Implementation
The system Implements the agreement terms throughout the Case life cycle including settlement / Selling the case / Case Cancellation, and provides statement of account to the client when needed.
Agreement Printing
The agreement document is defined by the user as a template, and contains any kind of wordings and terms that the firm uses. It can be printed at any time reflecting all the terms. We provide a sample agreement out of the box, however, the admin can alter it / create a new one and the system will follow that up.