Compatible software for law firms
Matters stay in your case software.
Intake lives here.Matters stay in your case software. Intake lives here.
If you’re weighing Clio integrations, RetainerBooked is intake software for US law firms with 1 to 10 lawyers that sits beside Clio, MyCase and four other case systems. When a client signs, Zapier or a webhook sends their details across.
- Matters, documents and billing stay put
- Nothing retyped at signing
Live in 14 daysMonth to month, no setup fee
- Nothing to switch
- Matters and bills keep their home
- Each signed case matched to its ad
- Intake answers sent on signing
- Clio, MyCase, Filevine and three more
At 4:15 the retainer agreement comes back signed. Without a hand-off, your paralegal copies the name, phone, email and a dozen intake answers into the case software between calls. With RetainerBooked, a connector carries them over at the moment of signing.
The copy-paste afternoon
Typed once, carried across
Name, contact details, practice area, answers
After the signature
What follows a signed retainer
Three steps, and your intake team sees each one.
Yesenia signs the retainer agreement on a phone at 6:02, two hours after the consultation. The card moves to Signed, and that one move starts the hand-off while your intake specialist is still at the desk.
Right then, Zapier or a webhook sends Yesenia’s name, phone, email, practice area and intake answers to Clio. Nobody copies a field, and nobody misspells an email address on a busy afternoon.
The matter now lives in Clio, while Yesenia’s first steps keep running here: the welcome text, documents uploaded from the client app, the consultation fee paid by card and, once the matter closes, the review request.
What lives here
The work before the signature lives with us
Your case software keeps the matter from the signature on. These parts of your firm’s week run in RetainerBooked, on every plan, with no change of systems.
Everything before the retainer
Every inquiry, by stage
Each call, chat, form and referral opens a card here and moves through Consultation booked and Retainer sent toward Signed. Only Signed sends anything across to your case software.
- Stages named the way your intake team talks
- Declined callers never reach your case software at all
Call tracking
Which ad sent each caller
Someone who typed “custody attorney Columbus” into Google and tapped your ad dials a number used by that ad alone, and the keyword is saved with the call. That source stays on the card here, so October’s report shows which ads produced signed cases, even after the matter moves to your case software.
- Keywords saved with each tracked call
- Calls recorded and transcribed on the caller’s card in RetainerBooked
Paid ads
Ads judged by signed cases
Our team builds your Google campaigns and runs Meta ads across Instagram and Facebook inside ad accounts registered to your firm. The moment a card reaches Signed, Google and Meta receive that signed case as a conversion, so bidding learns from signatures instead of clicks. Cost per signed case gets worked out here, since your case software never sees which ad began it.
- Campaigns run in accounts your firm already owns
- Each signed case goes back to Google and Meta as a conversion
Business phones
Your firm’s number, answered and kept
Your main number moves over, and your receptionist keeps answering it. Calls that ring out after hours, at lunch or on a full line reach the AI receptionist, which greets callers with your firm’s name, asks your intake questions and sets up the consultation. Every caller is told at the start that the voice is an AI assistant, not a lawyer.
- Missed callers texted back from your line
- Urgent callers put through to your own phone, live
Messaging
Texting on the firm’s own line
Potential clients text your firm’s number from the website, and your intake team answers from a shared inbox that also holds email, web chat, Facebook, Instagram and WhatsApp. After they sign, the same thread carries the court date reminders your staff set.
- Texts reach only people who wrote or called first and agreed to hear back
- Lock-screen previews never name the matter behind a reminder
Reputation
Reviews
When a matter closes in your case software, nothing comes back to tell us, so your paralegal marks it done here with one tap. The client’s Google review text goes out on that tap. Replies are drafted for you to approve, and none confirms the reviewer was your client or mentions a case.
- Every client asked, never filtered by how happy they seem first
- Reply drafts wait for an attorney to approve them
Lives here
- Calls, recordings and transcripts
- Forms, chats and intake answers
- Consultation booking
- Retainers signed on a phone
- Website pages and ad campaigns
- Signed cases counted by source
Plus the marketing that fills the board
Every plan comes with your firm’s website, its marketing and its phones, built and run by our own team. None of it touches your case software, and every inquiry it brings lands on your intake board.
Monthly report Every call and consultation, plus the source behind each signature, once a month.
By emailComes with it
- Phones Your number kept, plus one tracking line per ad.
- Your website Built by our team: one page per practice area, and one per office.
- Found in search Practice-area and city pages written for your firm, which signs them off.
- Ads and LSAs Search ads, Local Services Ads and Instagram or Facebook campaigns, inside accounts your firm holds; Google and Meta bill you for clicks directly.
- Text messaging From your firm’s number, only to people who said yes.
- Online booking Consultations booked online with the right attorney.
- Google reviews A request as each matter closes, and replies that keep who your clients are private.
Name your case software. See the hand-off.
In the demo, we follow a test caller all the way to Signed, show which details go across, and check what your case software’s plan allows. Month to month, no setup fee, live in 14 days.
Typed in only once
Wesley T.Managing partner, PI firm, Tulsa 0fields retyped at signingWe kept CASEpeer and changed nothing there. New clients arrive with their intake answers already filled in, the evening they sign.
Beatrice V.Founding attorney, Sacramento Nightsspent at home nowI used to copy intake notes into MyCase at ten at night. Now the answers are waiting when I open the new matter.
Rashad W.Criminal defense attorney, Atlanta Weekendcalls bookedWeekend arrest calls get booked here. Once the retainer is signed, the client’s details are in PracticePanther before I reach the courthouse.
Harriet B.Office manager, Grand Rapids Fridaysfree of retypingI spent Friday afternoons retyping new clients into Smokeball. Those afternoons are mine again.
Esteban R.Immigration attorney, solo firm, El Paso Same daysigned and sentSpanish-speaking callers book with us here, and when they sign, their answers reach Clio in the same words they used on the form.
Lorena F.Intake manager, PI firm, Phoenix Zerocopy-paste jobsMy team gets the signature, and Filevine already has the intake answers. Nobody copies a thing.
Hand-off questions
Questions about your case software
Type your case software’s name, or a word like Zapier or webhook.
6 questions
Can we stay on Clio or MyCase?
No. Your matters, documents, billing and trust accounting stay in Clio, MyCase or whichever system you use now. Calls, consultations and the retainer agreement live in RetainerBooked until the client signs.
How does a signed client get into our case software?
Through a connector. Once the card reaches Signed, Zapier or a webhook sends the client’s name, contact details, practice area and intake answers, and a client record opens in your case software, with a matter too where its connector allows.
Which case systems take your hand-off?
Clio, MyCase, PracticePanther, Smokeball, Filevine and CASEpeer. This page lists only the systems a signed client can be sent to on launch day. Your case software’s own plan decides the route: Clio’s API is open on all of its plans, MyCase opens its API on the Advanced plan, and PracticePanther opens its API and Zapier on Business Pro and above. For Smokeball, Filevine and CASEpeer, we set up the route with you during your first 14 days.
Does it sync both ways?
No, and we never claim one. Details travel one way, from RetainerBooked to your case software, when a client signs. Nothing there is read or changed afterward, so your matters stay exactly as your team keeps them.
What if ours is missing?
Send us its name. If it accepts a webhook or offers a Zapier app, we test the hand-off with you before launch; with neither, signed clients export as a spreadsheet.
Does anything come back here?
No. Matter status, court dates, documents and bills stay in your case software and are never read back. When a matter moves on, your team updates its stage here with a tap.
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Ask about yours
Quinn can check your case software and its plan before the demo: write to sales@retainerbooked.com.
Quinn HadleyAccount manager
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