Send a Retainer Letter
MLC makes sending Retainer Letters to client quick and easy.
1.
Go to Matters
2.
Select a Matter
Alternatively, you can select a client, then choose a matter from the client page.
3.
Click on "Send Retainer"
This will open the "Send Retainer" Dialogue.
4.
Select a Letter
Click on "Select Letter" and choose from the drop-down. This list will be created by your MLC administrator in Settings -> Templates.
5.
Select Matter(s)
If there is more than one un-retained matter for this client or prospect, you can select as many as you need.
6.
Proceed to Preview
Clicking on "Proceed" will take you to the preview screen.
7.
Select a Template
Choose from the "Select Template" drop-down. These templates are created by your MLC administrator in Settings -> Templates.
In this instance, "Select Type" is inactive, since you have already chosen to send a Retainer Letter.
8.
Letter/Email Previews
You can click on "Letter" or "Email" to see a preivew of each.
9.
Proceed.
Click on "Proceed" to finish.
Your letter will be added to you MLC print queue. If "Email" is selected (as it is in this example), one will be sent to the email address listed in the client's profile.
The matter will now be marked "Retained", and if this contact was a Prospect, it will now be changed to Client.
You will be redirected to the Matters screen for this client.
10.
View Mass Mailings
Click on the Bell icon in the top toolbar. This will show your "Mass Mailings". The number in red show you how many entries there are.
10.1.
view details
Click on "View Detail" to see more information
This shows: Client Name, Matter Number, and whether you are printing a PDF, sending an email, and/or sending an SMS text message.
11.
Open PDF
Click on "Open PDF" to open the letter in your default PDF application, and to print.
Article ID: 37, Created: February 5, 2024 at 11:06 PM, Modified: February 5, 2024 at 11:06 PM