Ease the process of formalizing retainer agreements [VIDEO]

Posted by: INSZoom | Date: January 30, 2015


Are you finding retainer agreements to be a hassle? Establishing a retainer with a client is a good way to start the relationship off on the right foot. Everyone involved understands the work that’s to be done and the fees associated with it.

However, it can be hard to schedule time with a client to fill out a simple contract, and in some situations, your clients are in another country.

Forget about time and geography by creating and finalizing retainer agreements in your cloud-based immigration case management system. The secure system allows you to create fully customized agreements, send them to your clients and receive an electronically signed copy back.

Additionally, clients can pay any upfront fee through the case management software with their credit cards.

Check back for more information on how INSZoom can help you manage your immigration cases.

Inszoom Academy