Follow the activity
Review the sample retainer entries and the sequence of activity recorded for a matter.
DocketPeak / Retainer tracking
Keep the balance
in the conversation.
See fictional retainer activity alongside the services and expenses on a matter. Explore balances and replenishment targets with enough context to plan the next billing review.
Product in development. Try the fictional preview; production scope and live connections are confirmed before launch.
DocketPeak / Product previewSample retainer balance
$2,500.00
✓Recorded retainer activity01
✓Matter-level visibility02
✓Replenishment target03
Illustrative workflow · Fictional data · Product in development
The workflow, considered
See where the matter stands.
See the matter balance
Keep the balance in view alongside the work rather than treating it as a separate lookup.
Review the next step
Explore a replenishment target as part of the matter’s billing discussion.
A closer look
Financial context belongs near the work.
The preview makes retainer activity easier to explore in the context of a matter. It is a workflow demonstration for visibility and billing review; the implementation must be assessed against the firm’s actual accounting needs.
- Inspect fictional retainer entries.
- Follow balances with the matter history.
- Explore replenishment targets during review.
Before you explore
Is this a validated legal trust-accounting system?
No. The preview shows a retainer ledger. Legal trust accounting, reconciliation and jurisdiction-specific requirements need a separate production assessment.
Start with the way you work.
Explore the sample workflow, then talk with the DocketPeak team about the right configuration for your practice.