How to Re-send a Retainer

If you need to re-send a retainer to a client, follow these steps:

1. Go to Contacts

   • From the main menu, click on Contacts.

   • Use the search bar to locate the contact by name.

2. Locate the Retainer

   • Click on Workflow and then select the case.

   • Inside the case, you’ll see the retainer task.

3. Unassign and Reassign the Contact

   • Click Unassign next to the retainer task.

   • Immediately click Re-Assign to the same contact.

4. Email Sent Automatically

   • Once re-assigned, the system will automatically trigger an email to the client with the associated task.