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RetainerBooked
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Nine tools, every plan

Intake and follow-up
to a signed retainerFrom first call to a signed retainer

RetainerBooked is law firm client intake software for US firms with 1 to 10 lawyers, and one flat monthly fee also covers your firm's website and its marketing. Every call, text, form, booking and retainer runs off the same card, beside your case software.

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  • The $97 plan has all nine
  • Your case software stays
  • Nothing charged per signed case
Intake manager reading the morning's new intake cards on a tablet beside the firm's front window.
An intake card showing a custody retainer signed at 12:40 p.m. after the day-3 follow-up text, then sent to Clio.

Live in 14 daysSetup and training by our team

  • Works next to your case software
  • Consultation booking
  • Missed-call text back
  • Review requests
  • Two-way texting
  • Calls recorded and transcribed

The intake desk

Six steps for every booking, between calls

Every new booking meant six jobs by hand: reply, check the attorney's calendar, set up the file, take the fee, confirm, send the invite. Your intake specialist did them between calls and skipped lunch. Now the caller picks a time from your firm's text, pays the consultation fee as they book, and the confirmation, invite and reminders go out from the card. Lunch is back.

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A potential client's intake card filled in once from her booking link, with the session fee paid, the confirmation text, calendar invite and two reminders done without retyping.
  • Outlook invites
  • Spreadsheets
  • Retyped intake notes
  • One card
  • Fee at booking
  • Reminders sent

The software

Before the retainer, and after it

Intake covers everyone before they sign: the pipeline, phones, the AI receptionist, messaging, consultation booking, and intake forms with e-sign. Clients and growth covers payments, the client app and reporting.

RetainerBooked · Intake

The RetainerBooked intake board with a card for each potential client from a chat, a Facebook ad, a referral, the AI receptionist, a Google ad and the Google profile, from New through Booked to Signed.
Same card

Staff app · Intake

The RetainerBooked intake board on a phone, with new potential clients from a website chat and a Facebook ad, and the later stages folded below.

Inquiries by stage

Calls, forms, chats, ads and referrals each open a card on one board, with the practice area, the source and an owner, and move by stage to Signed.

See the pipeline
Their side

The tools callers and clients touch

Three of the nine tools reach people directly: the AI receptionist, the intake form with its retainer, and your firm's app.

Office closed· AI receptionist on the line

  • 11:20 p.m.· Saturday

    A caller's phone after a Saturday night call to the firm, answered by the AI receptionist, with the booked free case evaluation texted back.

    AI receptionist

    Its opening line names it as an AI, not an attorney. Then it asks your screening questions in English or Spanish, books a consultation and puts urgent calls through to you.

  • 7:05 p.m.· Tuesday

    A potential client's phone showing her contingency fee agreement signed with a fingertip at 7:05 p.m., her crash report and photos of her car attached.

    Intake form and retainer

    Their practice area's questionnaire opens from a text, photos and documents attach from the phone, and the retainer, filled from those answers, is signed there.

  • 8:40 a.m.· Monday

    Arlene Dunkle's home screen in the firm's own app: a note from her attorney, her signed engagement letter and a payment to make.

    Client app

    Once signed, clients open your firm's own app to sign documents and pay invoices, and get a text at every case stage.

Setup

Setup is our team's job

Our team builds every tool around your practice areas, brings your old inquiries across and trains your people before day 14.

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  1. We map intake

    The first call covers your practice areas, your intake questions, who takes which calls and where inquiries come from.

    Your partone kickoff call

  2. We build each tool

    We build the board, the phone menu, tracking numbers, the forms, the retainer template and the AI receptionist's questions.

    Your partsend your retainer and current forms

  3. Your old inquiries come across

    We import your spreadsheet or old intake tool with each person's stage, source and dates, connect every attorney's Google or Outlook calendar, and train your intake team, office manager and paralegals on the board and the staff app.

    Your partshow up for training

  4. Phones and forms switch on

    By day 14 your website, phone lines, forms and AI receptionist are live. A ported number or texting approval can take longer.

    Your partokay the follow-up wording

Month to month, no setup fee, live in 14 days

Your firm's setup

Live in 14 days

8 of 28 done

1We map intakeDoneIn progressUp next

  • Managing partner joins the first call
  • Each practice area's own questions
  • Who answers after hours decided
  • Call routing mapped
  • Inquiry sources and ads listed
  • Old inquiry spreadsheet sent over

2We build each toolDoneIn progressUp next

  • Board stages and owners set
  • Each ad and the site get a number
  • Questionnaire per practice area
  • Retainer template filled from answers
  • Booking calendars per attorney
  • Reminder texts written
  • AI questions okayed by an attorney
  • Pay link and trust processor link added

3Your old inquiries come acrossDoneIn progressUp next

  • Old inquiries imported with stage and source
  • Attorneys' calendars connected
  • Gmail and Outlook mailboxes connected
  • Roles set
  • Intake team trained on the board, the inbox and the staff app
  • Office manager trained on reports
  • Paralegals trained on the forms

4Phones and forms switch onDoneIn progressUp next

  • Your number ported, or calls forwarded until the port lands
  • Texting registration filed
  • After-hours line tried by our team
  • Signed-client hand-off to Clio or MyCase tried with a test client
  • Client app listed
  • Report email set for the 1st
  • Go live

Your questionnaire, rebuilt here

Have your current questionnaire and retainer agreement handy. During the demo we map each question onto the card and show the retainer filling in from the answers. Month to month, no setup fee, live in 14 days.

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Managing partner leafing through last month's agency report at her desk, ready to set it beside ours.
A RetainerBooked notice saying the firm's 18-question intake questionnaire has been rebuilt in the app.

Intake, after the switch

  • Wesley T., managing partner of a personal injury firm in Tulsa.
    Wesley T.Managing partner, PI firm, Tulsa
    3 toolsdown to one

    We had a spreadsheet, a booking app and a separate e-sign account. Today each person has a single card with all of it.

  • Beatrice V., founding attorney of a family law firm in Sacramento.
    Beatrice V.Founding attorney, Sacramento
    Same dayretainer sent after each consultation

    The questionnaire is done before the consultation starts, so we spend the hour on the family, and the retainer goes out that afternoon.

  • Rashad W., a criminal defense attorney in Atlanta.
    Rashad W.Criminal defense attorney, Atlanta
    7 daysof calls answered

    Weekend arrest calls get answered, and the summary reaches me before I ring the family back.

  • Harriet B., office manager at an estate planning firm in Grand Rapids.
    Harriet B.Office manager, Grand Rapids
    Twoclicks per new booking

    I stopped building calendar invites by hand. The confirmation, invite and reminder go out when someone books.

  • Esteban R., a solo immigration attorney in El Paso.
    Esteban R.Immigration attorney, El Paso
    $0extra for Spanish calls

    Most people who call us speak Spanish first. The AI receptionist switches mid-call, books the consultation, and I read the summary over coffee.

  • Lorena F., intake manager at a personal injury firm in Phoenix.
    Lorena F.Intake manager, PI firm, Phoenix
    1 boardworked by every specialist

    My team works the board instead of five tabs, and each card names the ad or the referrer behind the caller.

Product questions

What firms ask first

Try Clio, contract or any word you'd ask about.

8 questions

Can we keep our case software?

Yes: Clio, MyCase or whatever your firm runs keeps matters, documents, billing and trust accounting. Each signed client goes across through a connector.

What does intake software do?

It runs everyone before they sign: the call, screening, consultation, retainer and follow-up.

Which tools are included?

All nine, on every plan. Intake: the Intake Pipeline, phones, the AI receptionist and chat, messaging, consultation booking and intake forms with e-sign. Clients and growth: payments, the client app and reporting.

Will AI replace our intake staff?

No. It picks up only when your team can't, tells every caller it is AI, and hands them back to your people.

Is what potential clients tell us confidential?

Yes. What a potential client tells your intake team stays confidential and encrypted, processed only for your firm and never sold.

Can attorneys work from a phone?

Yes: the on-call attorney answers calls and texts from our iPhone or Android app.

What's the monthly price?

Our first plan is $97 a month, every tool included.

Is there a contract?

No. Nothing ties you past the month you have paid for, and a short note to sales@retainerbooked.com before the coming charge ends it.

People often search

Ask Quinn

Write to Quinn Hadley about any tool before your demo; you'll get a plain answer by email or a call.

Quinn HadleyAccount manager

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Answer every caller first. Sign more of them.

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