Consultation to Signed

Retainer Management Software That Turns Consultations Into Signed Clients

Take a new client from the first consultation to a signed retainer without retyping a single agreement. US Immigration AI drafts the engagement letter, sends it out for signature, and tracks who has signed, with your attorney reviewing before anything leaves.

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Built for the engagement stage: drafting the retainer, collecting signatures, and onboarding the client.

Close the Gap Between Consultation and Signed Engagement

An unsigned retainer is a client you haven't closed yet. The longer it sits in someone's inbox, the more likely they cool off or call another firm.

Instant Agreements
Engagement letters draft themselves from intake data in seconds.
Instant Agreements
Engagement letters draft themselves from intake data in seconds.
Instant Agreements
Engagement letters draft themselves from intake data in seconds.
Instant Agreements
Engagement letters draft themselves from intake data in seconds.

From Consultation to Signed, Step by Step

Here is the path a new client takes, from the first call to a signed retainer. Each step runs on its own, and your attorneys stay in control the whole way.

01

Set Your Engagement Terms

Templates and fee structures live in the system by case type, so each agreement starts from language you already approved.

02

Draft the Agreement Automatically

Once a lead qualifies, the system builds their engagement letter from the intake data. No retyping.

03

Send and Track Signatures

Send it for e-signature and see where it stands: signed, pending, or waiting on the client.

04

Chase Unsigned Agreements

Email and text reminders go out on their own until the client signs.

05

Onboard the Moment They Sign

A signed retainer opens the client file and moves them into the active case workflow.

06

Keep Your Attorneys in Control

Every agreement waits for a lawyer's review and approval before it reaches the client.

Features

What the Platform Handles for You

Drafting and signing are only part of it. The tools below keep every open retainer organized in one place, each tied to a single client record.

Template Library

Your templates and fee fields stay in one place, and new agreements always pull the latest version.

Onboarding Dashboard

Every pending and signed retainer sits in one view, sorted by what needs your attention.

Multi-Matter Tracking

One client can hold several active matters without spinning up duplicate records.

Signature Records

A timestamped log shows who signed each retainer, and when.

Reminder Controls

Change the reminder timing, or pause follow-ups for a particular client.

Status Alerts

Get a flag the moment an agreement stalls, before it slips anyone's mind.

Replace Hours of Manual Engagement Work

Most of the engagement process is repetitive, and it eats the hours your staff could spend on signed clients. The software takes those repeatable tasks off their plate.

Retainer Administrators
Drafting, versioning, and sending
engagement letters by hand.
Onboarding Coordinators
Moving signed clients into active files
and opening case folders.
Follow-Up Clerks
Calling and emailing clients to chase
down unsigned agreements.

Simple, Transparent Pricing

Pick the model that matches how your firm grows. You can switch as your case volume changes.

Per-Application Pricing
$97/ per Application
You pay per case, with no fixed monthly cost. It suits firms that want to scale gradually and keep spending tied to caseload.
Best Value
All-In-One Service
$997/ per Month
One flat rate replaces several separate tools and the manual work behind them. It fits firms that want full automation and a predictable bill.
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Built for Immigration Law, Not Generic Legal Software

Generic legal tools don't know an O-1 from an I-130. The platform is built around immigration case types and how firms actually retain clients.

Immigration Case Types
Agreements map to family, employment, humanitarian, and removal matters, not one generic template.
USCIS-Style Workflow
Onboarding follows the way immigration files really open and move.
High-Volume Ready
Hundreds of pending engagements stay tracked at once, down to the last signature.

More than a CRM or an e-signature app, the platform is a retainer system built for immigration practices.

Built to Support Compliance and Data Security

Engagement files hold passports, financial records, and other sensitive identity data. The platform is built to support the confidentiality and data-security duties your firm already carries.
Secure Data Handling
Client information stays protected in transit and at rest.
Controlled Access
You decide who on your team can view or edit each client's agreements.
Attorney-Reviewed Outputs
Every generated agreement needs a lawyer's sign-off before it leaves the system.
See Data Security Details

Traditional Retainers vs. Automated Retainers

Here is what changes when the engagement process runs on software instead of staff hours. Most firms feel it first in how fast clients sign.
Traditional Retainers

  • Retype the same engagement letter for every client.

  • Lose track of who signed and who didn't.

  • Chase unsigned agreements by phone and email.

  • Wait days while new clients wait to get started.

  • Depend on staff hours to move onboarding forward.

Automated Retainers

  • Generate agreements from intake data in seconds.

  • See signature status for every client at a glance.

  • Send reminders automatically until each one is signed.

  • Move signed clients into the case workflow right away.

  • You handle higher volume with the team you have

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Who Gets the Most From It

The biggest gains show up when new clients arrive faster than staff can sign and onboard them. A few situations make that gap obvious.
High-Volume Practices
Firms signing new clients faster than staff can onboard them.
Intake-Heavy Teams
Teams buried under unsigned agreements and onboarding follow-ups.
Firms Tired of Churn
Offices that keep retraining staff on the same retainer process.
Practices Ready to Scale
Practices that want to grow caseload without adding headcount.

Connected to Your Whole Immigration Workflow

Retainer management is the bridge from a screened lead to an active case. Once a client signs, they hand off to the rest of the platform.
Intake
Screens and qualifies leads before they reach the agreement stage.
Legal Document Drafting
Fills USCIS forms from the same client data.
Case Assembly
Packages the finished file for attorney review and filing.
Payment Collection (Coming Soon)
Routes signed retainer fees into trust accounts and processes client payments, keeping firm money and client money apart.

Frequently Asked Questions (FAQ)

  • 1.  Does the software draft custom retainer agreements?
  • 2. Can we use our own engagement letter templates?
  • 3. Does the software follow up on unsigned agreements?
  • 4. Are electronic signatures collected securely?
  • 5. Can one client have more than one matter?
  • 6. Does an attorney have to approve every agreement?
  • 7. Do signed clients move into the rest of the platform automatically?
  • 8. Is this the same as billing or payment software?
  • 9. Can it handle a high volume of new clients at once?