Retainer Balance Refill Alert
Monitors retainer/trust balances and notifies clients when replenishment needed, with easy payment links
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Monitors retainer/trust balances and notifies clients when replenishment needed, with easy payment links.
How It Works
1
Low Balance
"retainer_balance" below threshold
2
SMS: Notice
"Retainer balance low at ${{balance}}. Replenish to avoid interruption: {{link}}"
3
Email: Detail
Subject: "Retainer Balance" — Current balance, charges, recommended amount
4
Wait 5 Days
Payment window
5
SMS: Reminder
"Retainer at ${{balance}}. Replenish: {{link}}"
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.