For paralegals and case managers at small firms
Client documents,
sent from their phoneDocuments from the client's phone
RetainerBooked is paralegal software for US law firms with 1 to 10 lawyers that runs beside your case software. Clients send documents and photos from their phone, get a text at every stage, and reply to an inbox your whole team shares.
- Pay stubs and photos uploaded from the client's phone
- Intake answers reach Clio
Live in 14 daysMonth to month, no setup fee
- Upload links by text
- Meeting reminders
- Shared team inbox
- Retainers signed on phones
- Pay links sent by text
- Roles per login
Tuesday you need Alicia's pay stubs and a signed records release before Friday's meeting. Four emails and a voicemail later, the folder is still empty. Here, one text from your firm's number carries an upload link and the release to sign. Alicia sends both from the bus at 12:40, and the reminders stop once they arrive.
Four emails and a voicemail
One text, both files by lunch
Your firm's name, never the case details
Client updates
Clients hear what comes next before they call
Updates go out from templates your firm writes once.
Drag a client's card to its next stage, and your firm's own wording goes out to them by SMS and email: where things stand now and what comes next.
Enter Thursday's signing meeting or a hearing date on the card once. Texts go out a week before, the day before and that morning, with directions and the papers to bring. The court calendar itself stays in your case software.
The app on the client's home screen carries your firm's name and logo, and a browser login works too. Inside, clients open what you share, sign it and pay invoices without phoning the front desk.
A paralegal's week
The calls you stop making
Missing documents
Documents by phone
The bankruptcy client owes you six months of bank statements and keeps forgetting. Send one form with an upload for each document, and reminder texts keep going until every file is in. Each one lands on the client's card, ready to save to the matter in your case software.
- One checklist with an upload for each document
- Reminders end the moment the final file lands
Client messages
Every channel, a single thread
A client texts on Monday, emails on Tuesday and writes on Facebook by Wednesday. All three land in a single thread for that person, so whoever answers sees the whole conversation.
- Facebook messages share a thread with texts and email
- Notes and @mentions for the attorney stay internal
Signing meetings
Meetings clients remember to attend
Last month a client forgot the signing meeting, and the attorney's afternoon went with it. Book the meeting on our calendar, and texts go out a week ahead, the day before and that morning, each with a link to confirm or reschedule. Hearing reminders run the same way from a date you enter.
- A reply confirms, and one tap picks a new time
- Court dates and deadlines stay in Clio, MyCase or your own system
Hand-off
New clients reach Clio without anyone retyping
A new client signs the retainer at 6:02 p.m. You used to spend the next morning typing their name, address and intake answers into Clio. Now, at Signed, a connector sends the name, contact details, practice area and intake answers on to Clio or MyCase, and a contact opens there.
- Matters, documents and deadlines stay where they are now, in your case software
- Intake answers travel with the client, already typed
Included as well
- Photos and files by text
- Pay links sent from a conversation
- Two-factor sign-in for everyone
- Gmail and Outlook connected per user
- Roles set per login
- Confidential, encrypted and never sold
Open the card before you return the call
Araceli's card shows the intake answers, the signed retainer, every text and email since, both pay stubs and next Thursday's meeting. Whoever on your team opens it next reads the same history.
Pay stubs Sent from a phone at 12:40, ready to save to the matter in Clio.
Client uploadWhat feeds each card
- Reports Partners see where each signed case came from; your role decides the rest.
- Calls Incoming calls open the client's card, texts and uploads included.
- Website Your firm's site, built and maintained by our team, carries the upload forms.
- Signing meetings Signing meetings and consultations book straight onto each attorney's Google or Outlook calendar.
- Ads Clients from your Google or Facebook ads arrive with that source on the card, so nobody asks how they found you.
- Texting Saved replies to the weekly questions, sent from your firm's number in one tap.
- Reviews Your firm picks which clients get a Google review request once their case ends.
Your document lists become upload links
Show us what you collect in a divorce, a bankruptcy or an injury case. We build the upload forms, reminders and stage updates around your list, and your paralegals start on them within 14 days, from $97 a month.
Back to billable work
Wesley T.Managing partner, PI firm, Tulsa Same dayphoto uploadsOur paralegals spent whole mornings chasing accident photos and police reports. Clients upload them from their phones now, usually the same day.
Beatrice V.Founding attorney, Sacramento One linkper checklistFinancial disclosures took weeks of reminder calls. Each client gets one upload link now, and the texts repeat until everything is in.
Rashad W.Criminal defense attorney, Atlanta Fewercourt-date callsHalf our calls were clients asking when court was. Now they get texts a week out, the day before and that morning.
Harriet B.Office manager, Grand Rapids Zeroreminder callsEach signing meeting took two reminder calls. Now texts go out a week before, and our paralegal stopped making them.
Esteban R.Immigration attorney, solo firm, El Paso One threadfor each clientMy clients answer a text in Spanish faster than any email. Each reply, document photo and note sits in that client's thread.
Lorena F.Intake manager, PI firm, Phoenix Nonefields retypedSigned clients reach Clio with their intake answers. Our paralegals quit retyping names and addresses.
Paralegal questions
Quick answers
Paralegals tend to look up Clio, uploads and the inbox first.
6 questions
Does Clio or MyCase stay?
Yes. Matters, documents, deadlines and billing stay in Clio, MyCase or the system you already run. Intake, client texts, uploads and the client app run here.
What does a paralegal do in it all day?
Mostly three things: answering client texts from the shared inbox, sending upload links and documents to sign, and moving each client's card so the stage text goes out.
Can clients send documents and sign before we meet?
Yes. One text carries the upload form and the retainer to sign on their phone, with reminders until both come back.
Does it draft legal documents?
No. It only fills your firm's retainer template from the intake answers; it drafts nothing else.
When a client signs, who moves them into Clio?
Nobody on your team. At Signed, a connector sends the client's name, contact details, practice area and intake answers on to Clio or MyCase.
Can a client just reply by text?
Yes. Clients reply to your firm's number, and every text, photo and file reaches the shared team inbox.
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Ask Quinn
Email Quinn at sales@retainerbooked.com about upload forms, stage texts or sending signed clients to Clio.
Quinn HadleyAccount manager
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