Terms of service

RetainerBooked and each law firm that takes a plan agree to the terms on this page. By signing up or using the service, your firm accepts them, so please read them first. They are our own terms for our own service, not legal advice to your firm.

The agreement

“We” and “us” mean RetainerBooked. “You” and “your firm” mean the law firm on the plan; whoever accepts these terms confirms they may do so for the firm. “The service” is everything on the plan: the software, the website we build, the marketing we run and our team's help.

The service is for US law firms with 1 to 10 lawyers, whatever the practice area. These terms, the plan your firm picks and the policy on personal information are everything the two sides have agreed. If an order form or an email says something different, these terms win unless both sides agree to the change in writing.

What the plan includes

Every plan carries every feature, from the intake pipeline and the AI receptionist to reporting, payments, messaging, phones with call tracking, consultation booking, intake forms with e-sign, and the client app and portal. It also carries your firm's website and the marketing our team runs for it: Local Services Ads, Google search ads, Meta ads, search and AI answers, reviews and social media. Onboarding, an account manager, an ad rep and a monthly strategy call come with it.

Our own team builds the website, sets up the software, runs the ads and makes every change you ask for. Features improve over time. We won't remove a feature your firm relies on without telling you first.

Setup and going live

Month to month, no setup fee, live in 14 days. During setup, your old inquiry list comes over, your questionnaires are rebuilt and your intake team is trained, and none of it costs extra.

Going live in 14 days covers the website, the phones, the software, the forms and the AI receptionist, counted from the kickoff call. Google and Meta ads can start inside those 14 days. Three things run on someone else's clock: moving your existing number over can take longer, texting waits for the carriers' A2P 10DLC registration, and Google Verified waits for Google's own background and bar license checks. Google makes that call, not us.

The dates assume your firm sends what we ask for at kickoff, such as logins, logos, intake questions and the retainer agreement you use today.

Price and billing

The monthly price turns on logins. Counsel, at $97, covers a single login; Firm, at $197, spans two to five; Partnership, at $297, covers six to ten. Past ten logins, we quote the price. Each login belongs to one named person and isn't shared.

The plan is billed each month in advance, from the day it starts. A yearly plan charges for eleven months and runs for twelve: $1,067 for Counsel, $2,167 for Firm, $3,267 for Partnership, paid up front. Sales tax is added in states that require it.

If your firm adds people past its tier, the next tier applies from the next charge. If a charge fails, we email the billing contact; if it stays unpaid after that, we may pause the service until it is paid. We may change prices with at least 30 days' notice by email, and a new price applies only from the first charge after that notice.

One fee, whatever your caseload

One flat monthly fee, with no price per call, per inquiry or per signed case and no share of your fees.

Nothing we charge rises or falls with your firm's fees, your callers or your signed cases. We don't pay anyone, or take payment from anyone, for recommending your firm, and we never pass your callers to another firm. That way your firm never shares fees with a non-lawyer through us and never pays for a recommendation (ABA Model Rules 5.4 and 7.2(b)).

Ad spend and the accounts it runs in

Google and Meta charge your firm for the clicks themselves, in ad accounts your firm owns, while we build and manage the ads under the flat fee. Local Services Ads work the same way: Google bills your firm for them, the account is your firm's, and so is any Google Verified badge it earns.

The ad budget is your firm's to set, and to raise or cut whenever it likes. We add no markup to ad spend, and your ad accounts are never held in our name.

Leaving, month to month

There is no contract, and no year to pay off if your firm stops. Nothing ties your firm past the month it has paid for.

To end the plan, email sales@retainerbooked.com before the coming charge. The service ends with the month you paid for, and nothing more is charged after it. Your ad accounts were always yours, your signed clients are already in your case software, and we send you a file of every contact. On a yearly plan, the same email sent before the renewal date stops the next year.

We may end the plan if a charge stays unpaid or if the service is used against these terms. We first email the reason and give your firm time to fix it, unless the problem can't wait, such as texts to people who never agreed to them.

Confidentiality

We keep confidential everything your firm and its callers put in the service, and we use it only to run the service for your firm. What a potential client tells your intake team stays confidential and encrypted, processed only for your firm and never sold.

Only named people on our team open your firm's account, and only for setup, support and the work you ask for. Every one of them has signed a promise to keep what they see confidential. We never use your firm's data to market to anyone and never share it with another firm.

If a court order or subpoena asks us for your firm's data, we tell your firm before we answer, unless the law forbids it, so your firm can object. If we learn that someone reached your firm's data without permission, we tell your firm promptly and share what we know. Your firm, in turn, keeps our non-public details private, such as a price we quote for 11 or more people.

What your firm is responsible for

Your firm's attorneys make every legal judgment: which cases to take, their fees, the advice clients get and every filing. RetainerBooked is not a law firm and gives no legal advice, to your firm or to anyone who contacts it.

Your firm also approves its intake questions, its retainer agreement, its text and email templates, its ads and its pages before they go live. It keeps its people's logins private and removes anyone who leaves. It holds the rights to every logo, photo and piece of text it sends us, and it follows the rules of professional conduct and the advertising rules of every state bar its lawyers belong to.

Nobody may use the service for spam, to reach people who never contacted the firm, to break the law, or to get into another firm's account.

Texts, calls and consent

Texts and follow-up from the service reach only people who reached out to your firm first and agreed to hear back, as the TCPA expects. Your firm doesn't load bought, scraped or borrowed lists of numbers, and it doesn't text or call people who never contacted it, such as names from accident or arrest reports. Marketing texts reach just the people who ticked the separate box for them, and anyone who replies STOP is taken off texts.

Your firm's texting starts once the carriers approve its A2P 10DLC registration, which we file with your firm's details. Your firm decides which calls are recorded, and a recording notice plays before each recorded call begins. How the texts themselves work is covered here.

The AI receptionist

The AI receptionist answers your firm's calls, day or night, in English or Spanish. Each caller hears up front that the voice on the line is an AI assistant, not a lawyer. It asks the intake questions your firm sets, books the consultation and puts urgent callers through to your phone.

It never gives legal advice and never tells a caller whether they have a case or puts a value on it. It takes the details and hands the caller to your attorneys. It makes no outgoing calls.

Like anyone taking notes on a call, it can mishear a name or a date. Your team reads each summary before relying on it, and the recording and transcript sit beside it on the caller's card.

Your case software, payments and trust money

RetainerBooked works next to your case software: everyone before the signed retainer lives here, while matters, documents, billing and trust accounting stay in the system you run today. When a client signs, we send their name, contact details and intake answers on to your case software through a connector. Nothing comes back the other way, and what the connector can do depends on your case software and its plan. Outside tools such as Zapier, Google and your case software run under their own terms.

Payments in the service take consultation fees, earned fees and payment-plan installments, through the payment processor on your firm's account and under its terms. Money that belongs in trust goes through your own trust processor, such as LawPay or your bank, never through us. Your firm says which charges go where.

Ads, reviews and the material you send us

Ads run under your firm's name, in your firm's accounts, and only after your firm approves them. Review requests go to your clients after a matter ends, are never filtered by how happy someone seems, and come with no reward for writing one. Review replies never confirm that someone was your client and never mention a case. Before a client's story goes in a post, that client agrees to it in writing.

Your firm keeps ownership of its data and of the material it sends us, and lets us use that material only to run the service. The software, its screens and its code stay ours, and while the plan runs, your firm may use them.

Results and the limits of our liability

We do the work with care, but no one controls what callers, courts, Google or Meta do. No number of calls, consultations, signed cases, rankings or reviews is promised, and nothing in the service promises any result in any case.

The service is provided as it stands, and the outside services it relies on (carriers, Google, Meta, payment processors, case software) can fail or change without our say. If something breaks, tell us and we fix it as fast as we can.

Except where the law forbids such limits, neither side owes the other anything for lost profits, lost fees, lost cases or other indirect losses. For any claim, the most we owe is what your firm paid us over the year before it arose. If a claim against us comes from a text, an ad or material your firm sent or approved, your firm covers our reasonable costs of it.

Disputes, changes and how to reach us

If something goes wrong, write to sales@retainerbooked.com first, and both sides try to settle it within 30 days before going further. The law of the state where RetainerBooked is organized, along with US federal law, governs these terms, without regard to conflict-of-law rules.

When these terms change, we email your firm's account owner at least 30 days before the change applies. If your firm doesn't accept a change, it can leave before then, as the section on leaving explains. Should a court refuse to enforce any clause, the others keep their full effect. Email sales@retainerbooked.com about anything in these terms you'd like explained.