Retainer Agreement Report

The retainer agreement report lists all retainer agreements that have been generated. These include reports that have been signed by both the client and the firm, as well as those signed by the firm and not the client.

If a client matter is created and you have not yet generated a retainer agreement for it, it will not be listed in the retainer agreement report.

Who Can Access The Retainer Agreement Report

Anyone who has access to Danalix platform is able to use the retainer agreement Report

How to Generate a Retainer Agreement Report

Go to:

General Reports > Retainer Agreement > on the retainer agreement report screen, select the date range > click generate report > a list of retainer agreement will be displayed.

How to Save to File, Print, And Download Retainer Agreement Report

Go to:

General reports sidebar menu > retainer agreement > on the retainer agreement report screen, select the date range > generate report > click the save to file, print, or download button.

The report is downloadable in a PDF format.
The report is saved to your local desktop file folder in a PDF format.

Updated on: 19/09/2023