Retainers / Billing / Payments
From engagement letter to trust-safe payment in one flow.
Featured tools
Flagship demosCollect consultation fees, deposits, retainers, flat fees, and payment plans.
Payment processor selection, links, status tracking, receipts, and revenue attribution.
Future-facing page for pro-owned payment economics where Pearl/Fount runs acquisition, sales, billing, and service rails.
Where this suite sits in the loop
- Step 1Demand
Capture intent from every source: web, phone, marketplace.
- Step 2Qualify
Reason-coded fit, jurisdiction, urgency, value.
- Step 3Convert
Book the right consult, brief the attorney.
- Step 4Deliver
Retainer, matter, and client service in one loop.
- Step 5Measure
Clients, not clicks — attributed by source.
All tools in this suite
AI-assisted engagement letters by practice area, fee type, jurisdiction, and scope.
Bundle engagement letter, disclosures, intake summary, payment link, and onboarding checklist.
Native or partner-powered e-sign for engagement letters, authorizations, and forms.
Installments, recurring payments, reminders, and failed-payment recovery.
Simple invoices for consults, flat-fee work, document prep, and ongoing matters.
Timers, manual entries, mobile time capture, and AI-suggested time from activities.
Draft bills, attorney review, invoice approval, and client delivery.
Show trust-accounting as partner/integrated to avoid promising a native accounting system in the demo.
Visual controls for deposits, earned fees, unearned retainers, reimbursements, and transfers.
Sync invoices, payments, expenses, clients, matters, and chart-of-account mappings.
Collected fees, outstanding AR, conversion revenue, source ROI, and practice-area revenue.
Configure consult fees, flat fees, payment plans, subscriptions, hourly retainers, and contingency screening.
Lead credits, consult refunds, payment disputes, client refunds, and internal notes.
More Fount
Explore the rest of the suite
Five agents. Fifteen jobs. One shared money loop.