How Do I Create a Retainer Request in Zola Suite?
If you need to request funds from your client for a retainer, we recommend creating a Retainer Request using Zola Suite's Document Automation. This can also be done to create Retainer Replenishment requests.
- First, go to a thoroughly populated Matter and open up the Documents Tab. From here, go to the Document Templates tab to begin Document Automation.
- Next, make sure you are using the Merge Fields from the matter to create your template.
- Once your template has been created, you can generate it and save it to the Matter as a Zola Document to send to your client!
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