![]() Please follow the steps below to add the Retainer at the Project level. By depositing the funds in a specific Matter or Project, this will dedicate those funds to that Matter/Project and the system will only allow you to pay Invoices for that respective Matter/Project. If you wish to pull funds from this Trust Account to pay an outstanding Invoice, please click here for further instructions.ĪDDING/DEPOSITING A RETAINER ON THE PROJECT/MATTER LEVELĪ Retainer can also be added at the Matter/Project Level. This deposit will sit in the client's General Trust and will be held separate from your client's regular Accounting. Click the "Save" button at the bottom of the window.Click the "Add Deposit" button and fill in the required information.Open the client profile you wish to add a retainer deposit under.Please follow the steps below to add the Retainer at the Client level: If you deposit the Retainer funds at the Client level, this will allow you to apply those funds to any Invoice for the Client (regardless of which Matter the invoice is associated with). If you are not currently on Legal Pro and wish to upgrade your account, you can find instructions for that by clicking here.ĪDDING/DEPOSITING A RETAINER ON THE CLIENT LEVEL.Please continue reading for step-by-step instructions. ![]() ![]() If you are currently on the Bill4Time Legal Pro plan, there are two ways to add a Retainer to the system.The easiest and most accurate way to handle Retainers in Bill4Time requires the Trust Accounting feature, which is only available on the Legal Pro version of our software.
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