Client App & Portal, in your firm’s name
Every client updated
before they call to askClients updated before they call
RetainerBooked is law firm client portal software for US firms with 1 to 10 lawyers, and its app carries your firm’s name and logo. Each time staff move a case to a new stage, a text tells the client what comes next.
- Documents signed and invoices paid in the app
- Court date reminders by text
iPhone, Android and webYour firm’s name on the home screen
- Texts from your firm’s number
- Updates at every case stage
- Invoices paid by card
- Reminders a week before
- Documents opened and signed
- Confidential and encrypted
Brenda calls on Tuesday at 3:10 to ask whether anything has happened, and your paralegal stops a draft to look it up. With RetainerBooked, Brenda heard on Monday when staff moved the case to Negotiation, by text.
The client calls to ask
The text comes first
Your logo, their documents and their invoices
In the app
Three things clients used to call about
Staff start each one; clients finish it on their phone.
Your paralegal shares the form through the app; the client opens it, signs with a finger and sends it back. The signed copy lands on their card, and nobody prints or scans a page.
Staff send this month’s flat-fee installment or the consultation fee as an invoice. The client opens it in the app and pays by card, Apple Pay, Google Pay or bank transfer. Anything owed to trust goes to your LawPay or bank link instead, never to us.
Staff enter the date on the card once. Texts follow a week out, the day before and that morning, with the courthouse address.
Between the updates
Your clients, on your firm’s own app
Your firm’s name
Clients download it under your name
Clients find the app in the App Store and Google Play under your firm’s name, with your logo on the icon. Anyone who prefers a computer signs in from a link on your firm’s website, which our team also builds. We submit the listing for Apple’s and Google’s review for you.
- Listed under your firm’s name in the App Store and Google Play, never ours.
- Clients on a computer sign in from a link on your website.
Texts
Replies reach your inbox
When Brenda texts back a question, it goes to your firm’s own number and lands in the shared inbox your staff already work. Whoever is free answers it, the thread stays on Brenda’s card with every earlier message, and the attorney’s own cell number stays off the list.
- Each reply sits on the client’s card beside every earlier text, dated.
- Lock-screen previews never name the case, only the firm, the day and time.
Case stages
A text at each new stage
Each practice area gets its own stage list; an injury case might run Treatment, Demand sent, Negotiation, Settled. When staff move a client’s card to the next stage, the client hears by text and email which stage it is and what comes next, in the words your firm uses.
- Family, immigration and bankruptcy cases get stage lists of their own.
- Your firm signs off on every stage text’s wording during setup.
Case software
Clio keeps the matter
RetainerBooked runs beside Clio, MyCase or the case software your firm uses today. The matter, its documents and its bills stay there. Your staff move the stage and enter court dates on the client’s card here, in a couple of clicks.
- At signing, the intake answers go across by connector.
- The matter file itself is never copied into the app.
Every plan includes
- Your logo and colors
- A web login
- Document uploads
- Meeting reminders by text
- Due-date texts for every invoice
- Card, Apple Pay and bank payments
One client, every text and signature
Brenda’s card holds the first call, the signed retainer, each stage text and every document and invoice. The website, the phones and the marketing sit around it on the same flat fee, from $97 a month.
Hearing on Thursday Reminders went a week out and yesterday; this morning’s leaves at 7:00.
Court dateAlso on every plan
- Reports Where each signed case came from, what it cost by ad, and its practice area.
- Phones Your number, call recording and caller history.
- SEO & AI Search City pages and a page per practice area, written for your firm, that Google and AI answers can cite.
- Website Our team designs it, with a page per practice area, office and attorney.
- Ads Google search ads plus Facebook and Instagram ads, in accounts your firm owns, judged by what each signed case cost. Google and Meta bill your firm for clicks directly.
- Texting Texts both ways on your firm’s number, sent only to people who agreed.
- Reviews When a matter closes, the client gets a Google review request.
Your firm’s name on their phones
Bring one practice area’s stage list to the demo, and see the text each stage sends and the app your clients open. Month to month, no setup fee, live in 14 days.
From partners and staff
Wesley T.Managing partner, PI firm, Tulsa 50% fewercalls asking for updatesClients used to call every week to ask about their case. Now a text goes out at each stage, and those calls have mostly stopped.
Beatrice V.Founding attorney, Sacramento Same dayinstallments paid, no chasingPayment-plan clients pay in the app the day the invoice arrives. I stopped writing reminder emails at night.
Rashad W.Criminal defense attorney, Atlanta Threereminders per hearingClients ask me about court dates more than anything. Now three texts remind them, with the courthouse address, and those calls stopped.
Harriet B.Office manager, Grand Rapids One dayto signed documentsSigning packets used to mean mailing paper both ways. Now clients sign in our app within a day.
Esteban R.Immigration attorney, El Paso Our nameon the appFamilies see our name on the app, not a software company’s. That matters when they trust us with so much.
Lorena F.Intake manager, PI firm, Phoenix Same hourapp link after signingOnce a retainer is signed, the app link goes out that hour, so new clients know where everything lives.
App questions
Before clients download it
Filter these by typing invoice, signing, court date or another word.
6 questions
What shows up for a client in the app?
Clients see shared documents and their invoices. Each stage update comes by text and email; a stage tracker inside the app is coming.
Is the client app branded with our firm’s name?
Yes. It carries your firm’s name and logo on iPhone, Android and the web, where Clio’s and MyCase’s client apps show their own.
Is this instead of the portal in Clio or MyCase?
No, it works beside it. Clio, MyCase or whatever you run keeps the matter, its documents and its bills; our app covers documents to sign, fees billed through us and the stage texts your staff send.
Can clients get court date reminders by text?
Yes. Once staff add the date to the client’s card, three texts follow with the courthouse address and anything to bring; meetings booked with us get them too.
Can clients pay invoices and sign documents in the app?
Yes. They sign what staff share and pay what they owe by card or bank, while money owed to trust goes to your own LawPay or bank link.
Is what clients upload in the app kept confidential?
Yes. Everything clients send through the app is confidential and encrypted, processed only for your firm and never sold.
Common searches
Ask about the app
Send Quinn your logo, a practice area’s stages or anything about the store listing at sales@retainerbooked.com.
Quinn HadleyAccount manager
Request a demo