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Retainer Agreement Received and Outstanding Report

  • Aug 10, 2025
  • Knowledge

How To
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Location: LEAP Menu > Reports > Matters & Clients > Retainer Agreement Received and Outstanding

Purpose: Lists matters marked as "Retainer agreement required" to track whether a retainer agreement has been received from clients, filterable by matter opened date range.


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Please note that the Date Range filter (Start Date and End Date) is based on Engagement date entered in the Calendar & Tasks tab of Matters. 

Report Filters:

Date Range

 Displays all matters with an Engagement Date within the selected date range.

NOTE:

  • The selected date range must be less than one year.
  • The Engagement date is entered in the Calendar & Tasks tab of a matter. 
Group ByGroup the results by:
  • None: No grouping is applied. 
  • Staff Acting
  • Staff Responsible

Report Fields:

Matter No.The matter number.
DescriptionThe matter description.
ClientThe matter's client. 
Instruction DateThe matter's Engagement Date set in the Calendar & Tasks tab.
Resp.The Person Responsible on the matter.
Act.The Person Acting on the matter. 
Client PhoneThe first phone number on the client card.
Received DateThe Date Received as entered for the Retainer Agreement in the Matter Details window.
Last Modified Date
8/10/2025 7:43 PM
Title
Retainer Agreement Received and Outstanding Report
URL Name
Retainer-Agreement-Received-and-Outstanding-Report-US

Resolution
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Retainer Agreement Received and Outstanding Report