4 min read
Send contracts & payment requests
Send engagement agreements and retainer payment requests to clients from your dashboard.
Send contracts & payment requests
Attorney quick actions
Send a contract
Request payment
Add prospect
Engagement agreement
Sent to client · Awaiting signature
Retainer payment
$1,500 requested · Client notified
How it works
- 1From the attorney dashboard, or within Messages, use Send a contract or Request payment in Quick Actions.
- 2Select the client or matter, choose a template, and customize terms if needed.
- 3Send for e-signature or payment — the client is notified by email and in their dashboard.
- 4Track status from Transactions — awaiting signature, completed, or payment received.
Good to know
- Contract templates can be managed in Settings → Contracts.
- Payment requests use your firm's configured payment settings.
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