Feature Requests

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Case Details > Budget Tab > Add Retainer Fee Field

Receive warning if invoice exceeds retainer fee with option to prevent exceeding this amount.

Clients > Clients and Cases > Case Details > Budget Tab

The ability to enter the retainer amount, with option to prevent exceeding checkbox option and receive a warning message.

Example Retainer Amount: $2,500

Example Warning: Invoice exceeds retainer fee.

  • Angela Z.
  • Feb 9 2022
How often would you use this request?

On All Cases

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