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RetainerBooked

Card and eCheck payments for law firms

Consultation fees
and flat fees, paid by text
Your fees, paid from a text

RetainerBooked Payments is law firm credit card processing for US firms with 1 to 10 lawyers, included in the flat monthly fee with your intake, website and marketing. Clients pay consultation fees, earned fees and plan installments by card or eCheck.

  • Payment plans on saved cards
  • Trust money never goes through us
The Payments screen listing recent consultation fees, flat-fee installments and a trust package payment, each paid from a text link or a saved card.

Live in 14 daysMonth to month, no setup fee

  • Card, Apple Pay, Google Pay
  • eCheck from the client's bank account
  • Three retries on a declined installment
  • Reminders until each invoice is paid
  • Paid into your operating account

One paid consultation

Thursday's fee, and how it gets paid

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Alicia books an uncontested divorce consultation for Thursday at 2:00, and your firm charges $150 for it. Without a pay link, your receptionist gets the card details on a callback and keys them in later. With Payments, Alicia pays the $150 while booking.

Two calls to collect $150

A card payment form filled in by hand during a phone call for a $150 consultation fee, the card terminal declining it later, and a note to call back.

How clients pay

Clients pay from the message your firm sends

Staff type the amount; the client taps Pay.

A $600 pay link sent inside a RetainerBooked text thread about Friday's signing meeting, and the client paying from her phone before replying.

Your paralegal is texting Paula about Friday's signing meeting when the $600 second payment comes due. They type in the amount, the pay link drops into the same thread, and Paula pays from the phone before replying.

Fees, plans and trust money

Each kind of payment, where it belongs

Payments takes consultation fees, earned fees and plan installments into your firm's operating account. Your firm says which charges go there, and anything owed to trust is paid on your own processor's page.

  • Paid up front

    Trust money stays with LawPay

    A client signs for hourly work with a $5,000 advance, money that belongs in trust. The text carries your LawPay link, the client pays on LawPay's page, and staff mark it paid.

    • Trust accounting stays in Clio or whatever you run
    • Your bank's pay link does the same job as LawPay's
    A text carrying the firm's LawPay link for a $5,000 advance, and the client's statement marked paid by the paralegal once LawPay took it.
  • On a call

    Paid before the call ends

    An estate planning client calls the front desk to go ahead with a $1,200 will package. Your receptionist doesn't write down a card number. While they're still talking, your firm's number texts them a pay link, and the payment lands before they hang up.

    • Card numbers stay off notepads and out of earshot at the front desk
    • The call recording and the pay link share one conversation
    An estate planning client on the line with RetainerBooked's front desk, his $1,200 will package paid from a texted link before the call ended.
  • Ads

    Booked and paid from an ad

    A Google ad for DUI defense brings someone searching after an arrest to a landing page built for that ad. They pick Saturday at 10:00, pay your $150 fee on the same page, and your report lists the consultation under that ad, next to what its clicks cost.

    • Your ads run in accounts your firm owns, with clicks billed to you by Google
    • Each landing page books the consultation and takes the fee too
    The page RetainerBooked Law Group's DUI ad opens, booking Saturday at 10:00 and taking the $150 consultation fee by card.
  • Between hearings

    Billed from the courthouse hallway

    The plea hearing ends at 11:40, and the second half of the flat fee is due. Still in the hallway, the attorney opens the staff app and texts the client a link for the $1,500, using your firm's number. It's paid before lunch.

    • Clients see your firm's number, never the attorney's own cell
    • Replies go to whoever works the intake inbox
    An attorney texting a client a $1,500 pay link from the courthouse hallway on RetainerBooked's staff app, paid before lunch.
  • Reminders

    Due dates, reminded by text

    A family law client's invoice for the next stage is due on the 15th. A reminder text and email go out three days ahead, on the day and a week after, each carrying the pay link, and they stop once it's paid.

    • Plain wording, signed with your firm's name, never naming the case itself
    • Texts go only to clients who agreed to receive them
    A custody flat fee split into three parts in RetainerBooked, with reminder texts and emails set for three days ahead, the due date and a week after.
  • Last payment

    Reviews

    The sixth payment clears in June and the matter closes in your case software. That afternoon, as for every client whose matter closes, a text with your review link reaches them.

    • Requests go to every client, with no screening by star rating
    • Replies never say the reviewer hired your firm
    A Google review request texted to Bradley Steinke the afternoon his sixth and last payment cleared, and the five-star review he left that day.

Also included

  • Invoices paid online by card
  • Saved cards
  • Payment plan templates
  • Pay links in emails
  • QuickBooks Online sync
  • Fee policy on booking pages

Bring your fees and we set them up

Send us your consultation fees, flat fees and payment plan terms before the demo. There you see your own booking page, pay link text and payment plan, built on those numbers, from $97 a month.

Managing partner leafing through last month's agency report at her desk, ready to set it beside ours.
A RetainerBooked notice saying a $150 consultation fee was paid by text link.

Fees paid on schedule

  • Wesley T., managing partner of a personal injury firm in Tulsa.
    Wesley T.Managing partner, PI firm, Tulsa
    Zeropayments retyped

    Fridays used to go to entering each week's payments by hand. Now QuickBooks has them before anyone opens it.

  • Beatrice V., founding attorney of a family law firm in Sacramento.
    Beatrice V.Founding attorney, Sacramento
    $150paid at every booking

    Paid consultations ended the quick-question calls. People pay $150 when they book, and almost everyone who books shows up on time.

  • Rashad W., a criminal defense attorney in Atlanta.
    Rashad W.Criminal defense attorney, Atlanta
    Monthlyon most flat fees

    Most of our misdemeanor flat fees run on monthly plans now. The card is charged on schedule, so I stopped chasing anyone.

  • Harriet B., office manager at an estate planning firm in Grand Rapids.
    Harriet B.Office manager, Grand Rapids
    Mondaysback each week

    I spent Monday mornings calling about late invoices. Now texts and emails remind clients before each bill is due and after.

  • Esteban R., a solo immigration attorney in El Paso.
    Esteban R.Immigration attorney, El Paso
    Textsfor every installment

    My clients pay their flat fees in installments from a text, and I see which payments are due without opening a spreadsheet.

  • Lorena F., intake manager at a personal injury firm in Phoenix.
    Lorena F.Intake manager, PI firm, Phoenix
    Nonecard numbers on paper

    Nobody on my intake team copies card numbers onto paper now. When something's owed, a pay link goes by text.

Payment questions

What firms ask about fees and trust

Search LawPay, installments or QuickBooks to narrow the list.

6 questions

Do you take card and eCheck?

Yes, clients pay with a card, Apple Pay, Google Pay or an eCheck from their bank account. Staff text or email a pay link, attach one to an invoice, or add the fee to a booking page; every payment lands in your firm's operating account.

Can a flat fee be paid in installments?

Yes, a flat fee can become monthly charges on the client's saved card, on dates you pick, and a declined charge gets three more tries.

Does it handle trust money?

No: money that belongs in trust is paid through your own trust processor, LawPay or your bank, and never touches RetainerBooked. Your LawPay link, or your bank's, can go in our texts, emails and the retainer you send; the client pays on that processor's page, and your staff mark it paid. Our payments take consultation fees, earned fees and plan installments, and your firm says which charges go where.

Do payments reach QuickBooks Online?

Yes, payments and invoices taken through RetainerBooked flow into your firm's QuickBooks Online, so nobody retypes them. The trust side isn't part of it: LawPay and your trust account keep their own records, as they do today.

Can callers pay when booking?

Yes, each consultation calendar can take its fee at booking, by card, with your fee policy shown beside the open times. Your firm decides whether that fee is earned or goes to trust under your state's rules.

What does processing cost?

Payments come with every plan, inside the flat monthly fee, and we never take a share of what clients pay you. The processor's card and bank rates are shown at your demo.

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Talk through your fees

Quinn answers questions on card rates, payment plans and LawPay at sales@retainerbooked.com.

Quinn HadleyAccount manager

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Answer every caller first. Sign more of them.

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