Engagement, Fees & Trust Setup — Update / setup form (auth-only) for Legal. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

The engagement and billing details for this matter, recorded for the file.

What it collects (by section):

• Conflicts clearance — Legal Conflict Check Status [dropdown: Not started / In progress / Cleared / Waiver requested / Waiver signed / …].
• Fee arrangement — Fee Arrangement (legal) [dropdown: Hourly / Flat fee / Contingency / Hybrid / Pro bono / …]; Hourly Rate - Attorney [number]; Hourly Rate - Paralegal [number]; Billing Increment [dropdown: 0.1 hr (6 min) / 0.17 hr (10 min) / 0.25 hr (15 min) / Other]; Fee Cap / Not-to-Exceed (legal) [number].
• Retainer & trust — Retainer Agreement Status (legal) [dropdown: Not sent / Sent / Signed / Active / Expired / …]; Initial Retainer Amount [number]; Retainer Funding Status [dropdown: Not paid / Partially paid / Paid in full / Replenish requested]; Trust / IOLTA Reference (no numbers) [short text]; Minimum Trust Balance (target) [number]; Cost Advances Authorization [choice: Yes / No / Case-by-case]. Retainer terms and IOLTA/trust handling — references only, never account numbers.

Form type: Update / setup (up), auth-only. Niche: Legal. Deployment: embed.

Best for / surface when: Legal client workflow — engagement, fees & trust setup.