For owners and managing partners
See which ads sign cases,
on one flat billWhich ads sign cases, on one bill
RetainerBooked is small law firm marketing for US firms with 1 to 10 lawyers: your website, ads and intake software, run by our people at one flat monthly price, and each signed case traced to its source.
- The cost of each signed case, ad by ad
- One invoice instead of several
- Your cell off the callback list
From $97 a monthWebsite, ads and intake included
- Ad accounts owned by your firm
- Month to month
- Keep your firm's phone number
- Google reviews
- Texting
- Call recording
Partners' meeting
Clicks and rankings, but no signed cases
At the partners' meeting, the agency's report shows clicks, impressions and rankings, and the intake spreadsheet shows consultations. Neither one says what a signed case from Google cost. With RetainerBooked, each caller arrives tagged with the ad, page, search or referring attorney behind them. Once your intake team marks a card Signed, the report sets each campaign's spend against it: October, 9 signed cases, 4 from Google search at $410 each.
- Click reports
- Ranking charts
- Guessed sources
- Signed cases
- Cost per case
- Referral counts
One monthly bill
The vendors you pay now, on one bill
A website company, an ad agency, a phone system, a scheduler, a texting tool, a review service: most firms pay four to seven. Each tab is one of them.
RetainerBooked · Consultations
Staff app · This week's consultations
Consultations booked by practice area
Callers pick the attorney, office and time themselves: on the site, in a text reply, or on the phone with the AI receptionist.
See consultation bookingRetainerBooked · Calls by tracking number
Staff app · Today's calls
Calls counted ad by ad
Your main number stays. Every ad, page and listing gets a separate tracking line, each call is recorded with a transcript, and missed callers are texted right back.
See call trackingRetainerBooked · Reviews and reply drafts
Client's phone · Review request text
Google reviews, requested
Clients get a Google review request by text once their matter closes. Our replies, drafted for your okay, never say who hired you or why.
See reviewsRetainerBooked · Intake board, every stage
Staff app · Intake
Follow-up
Each call, chat, form, ad and referral opens a card showing its source and who owns it. Texts follow up until the person books, replies or says no.
See intake pipelineRetainerBooked · Payments
Client's phone · Fee pay link
Fees paid online
Consultation fees, earned fees and payment-plan installments come in by card or eCheck. Trust deposits stay with LawPay or your bank.
RetainerBooked · Reports, cost per case
Monthly email
Sources
Every month an email arrives with each source's calls, booked consultations and new signed clients, plus what every signed case cost you.
See reportingRetainerBooked · Messages, every channel
Staff app · Messages
Messages
Whatever the channel, from Instagram to a site chat, replies go out from a shared inbox.
See text messagingAfter six, the firm still answers
Three people reach your firm tonight. You return none of their calls.
Closed since six· Three callers handled by morning
Tuesday· 6:52 p.m.
The after-hours call
Your AI receptionist takes it in the firm's name, explains that it's an AI, asks your screening questions and books Thursday's 2:00 consultation.
Tuesday· 9:15 p.m. form
A web form, answered
Your firm's number texts back three consultation times before the person has closed the tab. No reply means follow-up texts all week.
Wednesday· 8:30 a.m.
The morning list
Your intake specialist opens the board to each overnight caller, the AI receptionist's notes, the consultations already booked and the one person still waiting on a callback.
Setup
Your part in the setup
Building is our job. Your share is a kickoff call, your forms and a few sign-offs.
The first call
We go over your practice areas, where inquiries come from now, who takes which calls and what each vendor bills you.
Your partone call with us
We build, you review
Website pages, a tracking number per ad, the intake board, questionnaires, a retainer clients sign on their phones and the AI receptionist's screening questions.
Your partforward the forms and retainer you use
Ads billed to your firm's card
Where your firm already has Google or Meta ad accounts, we work inside them; where it doesn't, we open them in the firm's name with its own card for clicks. Your old inquiry spreadsheet comes over, and we train your intake team.
Your parttwo sign-offs, site and script
Your first callers come through
On day 14 your site and phones start taking callers, with forms and the AI receptionist. A ported number and Google Screened can take longer, on their own clocks.
Your parta monthly call with Quinn
The setup itself costs nothing
Setup checklist
Live in 14 days
8 of 28 done
1The first callDoneIn progressUp next
- Kickoff call with the managing partner
- Every vendor you pay, with its monthly charge
- Practice areas and offices noted
- Logins for Google Ads and Meta sent
- Who picks up urgent calls at night
- Your best guess at last year's case sources
2We build, you reviewDoneIn progressUp next
- Attorney bios and practice area pages written
- Separate call numbers on ads, pages and listings
- Intake board stages and owners set
- Questionnaires written per practice area
- Your retainer ready for e-sign
- Every attorney's calendar linked
- AI receptionist's script read and approved by a partner
- Report layout the partners asked for
3Ads billed to your firm's cardDoneIn progressUp next
- Website approved by you
- Ad billing moved to the firm's card
- Old inquiries imported with their sources
- Team trained
- Review requests set to go out as matters close
- Signed-client hand-off to Clio or MyCase checked
- Reminder texts approved
4Your first callers come throughDoneIn progressUp next
- New site published, each ad ringing its own number
- First ads start spending
- Weekend callers screened and booked
- Number port and Google Screened finish on their own schedule
- Monthly call booked
- Texting registered
- Launch day
Your vendor bills, added up on the call
Bring this month's invoices from your website company, ad agency, phone system and texting tool. On the demo we add them up and set that total beside the single plan your firm would be on.
Fewer vendors, calmer nights
Wesley T.Managing partner, PI firm, Tulsa 1 billinstead of five invoicesI signed five vendor invoices every month. Now there's one, and it shows what each signed case cost.
Beatrice V.Founding attorney, Sacramento Eveningsoff the phoneMy evenings used to go to callbacks for people who had asked me to call. Our intake team has them by morning now.
Rashad W.Criminal defense attorney, Atlanta Weekendswithout my cellSaturday calls about arrests used to ring my cell. The AI receptionist books them now, and only urgent ones reach me.
Harriet B.Office manager, Grand Rapids 6 to 1vendor invoices a monthI pay one invoice now instead of tracking six renewals. The partners get a report they actually read.
Esteban R.Immigration attorney, El Paso $97 a monthevery feature includedI'm a solo on the $97 plan, and it covers my website, my ads and Spanish calls after hours.
Lorena F.Intake manager, PI firm, Phoenix Every casesource attachedThe partners stopped asking me where cases came from. The report says.
Owner questions
Before you make the switch
Try contract, agency or Clio, or type any word you'd ask.
8 questions
Is the monthly price really flat?
Headcount alone sets it: $97 for a solo, $197 for a firm of up to five, $297 up to ten. Neither calls nor signed cases add to the bill.
Am I locked into a contract?
No. Each month stands alone, and an email before the next charge ends it.
What's my part in setup?
A kickoff call, your forms and retainer sent over, and your sign-off on the website and the AI receptionist's questions. The building, software setup, import of old inquiries and intake training are ours. Then one call a month.
Whose name is on the ad accounts?
Yes. Your firm holds the Google and Meta accounts, and both charge your firm's card for clicks directly.
Which of my marketing actually signs cases?
Each new caller carries a tag for whatever sent them: an ad, a page or a referring attorney. Your monthly report then counts signed cases and their cost by source.
What about the agency I pay now?
Bring its last invoice and report to the demo; we'll set ours beside them.
Will it replace my assistant?
No. It picks up only when your assistant is busy or gone.
Does Clio stay?
Yes. Matters, billing and trust accounting stay there.
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Ask Quinn first
Quinn Hadley answers owners' questions about price, terms and moving off your current vendors, by email, before any demo.
Quinn HadleyAccount manager
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