AO
Retainer Requests

Retainer Top-Up Requests

Monitor low balances, generate top-up requests, and track client response before work is affected.

Top-ups required
9
Critical retainers
3
Requests sent
14
Awaiting client response
6
Top-up pipeline
Low Balance2
Kestrel Insurance
M-2007
86% used$8,400 left
Ask: $35,000
Critical—
Vertex Biotech
M-2024
80% used$9,000 left
Ask: $20,000
High—
Request Drafted1
Nordic Shipping
M-2035
79% used$25,200 left
Ask: $50,000
HighDraft ready
Sent to Client2
Orion Media Group
M-1990
82% used$5,500 left
Ask: $15,000
MedSent 2d
Halcyon Partners
M-2011
78% used$17,600 left
Ask: $30,000
MedSent 4h
Awaiting Payment1
Lagos Bay Estates
M-2029
82% used$9,000 left
Ask: $22,000
HighAwaiting 6d
Payment Received1
Meridian Holdings
M-2041
82% used$18,000 left
Ask: $40,000
LowPaid 08 Jul
Retainer Updated1
Blake Industrial
M-2014
69% used$22,000 left
Ask: $25,000
LowApplied
Top-up request preview
To
General Counsel · Nordic Shipping AS
Subject
Retainer top-up request · M-2035 Nordic Shipping v. Kessler
Your current retainer balance is $25,200 (21% remaining). To maintain uninterrupted work on your matter, we recommend a top-up of $50,000 before the next hearing on 22 Jul.
Client response timeline
  1. 08 Jul
    Meridian · payment received $40K
  2. 07 Jul
    Halcyon · request opened
  3. 05 Jul
    Lagos Bay · request sent
  4. 02 Jul
    Orion · draft prepared
Retainer top-up requests

Ashworth & Vance LLP · live demonstration data

Open requests
14
▲ 10.0%
Value requested
$486K
▲ 9.1%
Approved
$318K
▼ 13.2%
Payment received
$212K
▲ 4.3%
Avg response
4.2 days
▲ 14.4%
Success rate
78%
▼ 3.5%
Lifecycle conversion
Request effectiveness funnel
Requests generated34 records$720.0Kavg 1d in stage
89% converts to Requests sent
Requests sent29 records$640.0Kavg 1d in stage
86% converts to Requests opened
Requests opened24 records$548.0Kavg 2d in stage
84% converts to Client responded
Client responded19 records$462.0Kavg 3d in stage
81% converts to Payment initiated
Payment initiated15 records$372.0Kavg 2d in stage
85% converts to Payment completed
Payment completed13 records$318.0Kavg 4d in stage
Active stageDelayedBottleneckCompleted
Comparative analysis
Top-up performance by client segment
Corporate · requested
$268.0K
Corporate · received
$214.0K
Litigation · requested
$182.0K
Litigation · received
$121.0K
Private client · requested
$96.0K
Private client · received
$88.0K
Operational pipeline

Advance a card to move work through the workflow

Top-up pipeline
Low balance2 · $127K
TOP-100
Meridian Holdings PLC
M-2041 · J. Hollis KC
$68K
Corporate15d
TOP-101
Nordic Shipping AS
M-2035 · T. Morgan
$59K
Shipping13d
Request drafted2 · $123K
TOP-110
Nordic Shipping AS
M-2035 · T. Morgan
$27K
Shipping13d
TOP-111
Vertex Biotech Ltd
M-2024 · S. Ravel
$96K
IP20d
Sent2 · $147K
TOP-120
Vertex Biotech Ltd
M-2024 · S. Ravel
$90K
IP20d
TOP-121
Lagos Bay Estates
M-2029 · M. Chen
$57K
Real Estate6d
Viewed2 · $122K
TOP-130
Lagos Bay Estates
M-2029 · M. Chen
$81K
Real Estate6d
TOP-131
Kestrel Insurance
M-2007 · P. Adeyemi
$41K
Insurance22d
Approved2 · $104K
TOP-140
Kestrel Insurance
M-2007 · P. Adeyemi
$10K
Insurance22d
TOP-141
Halcyon Partners
M-2011 · A. Okafor
$94K
Corporate5d
Awaiting payment2 · $152K
TOP-150
Halcyon Partners
M-2011 · A. Okafor
$79K
Corporate5d
TOP-151
Orion Media Group
M-2016 · E. Cole
$73K
Media20d
Payment received2 · $112K
TOP-160
Orion Media Group
M-2016 · E. Cole
$91K
Media20d
TOP-161
Ashborn Family Trust
M-2018 · L. Ibarra
$21K
Private Client13d
Retainer updated2 · $117K
TOP-170
Ashborn Family Trust
M-2018 · L. Ibarra
$30K
Private Client13d
TOP-171
Blake Industrial GmbH
M-1998 · R. Fenwick
$87K
Commercial16d
Operational register
Top-up request composer & register
ClientMatterBalanceMinimumSuggestedReasonWork at riskDeadlineApprover
Meridian Holdings PLCM-2041$34.0K$50.0K$121.0KTrial preparationHearing bundle10 JulJ. Hollis KC
Nordic Shipping ASM-2035$29.0K$50.0K$168.0KDiscovery costsExpert report11 JulT. Morgan
Vertex Biotech LtdM-2024$44.0K$50.0K$70.0KExpert feesCounsel brief12 JulS. Ravel
Lagos Bay EstatesM-2029$13.0K$50.0K$180.0KFiling feesCompletion13 JulM. Chen
Kestrel InsuranceM-2007$48.0K$50.0K$66.0KTrial preparationHearing bundle14 JulP. Adeyemi
Halcyon PartnersM-2011$12.0K$50.0K$170.0KDiscovery costsExpert report15 JulA. Okafor
Orion Media GroupM-2016$45.0K$50.0K$118.0KExpert feesCounsel brief16 JulE. Cole
Ashborn Family TrustM-2018$28.0K$50.0K$139.0KFiling feesCompletion17 JulL. Ibarra
Blake Industrial GmbHM-1998$35.0K$50.0K$157.0KTrial preparationHearing bundle18 JulR. Fenwick
9 of 9 records
Workflow and approvals
Client response timeline · Kestrel Insurance
1Drafted
N. Salim
Completed 02 Jul
2Approved internally
A. Okafor
Completed 03 Jul
3Sent
Billing system
Completed 03 Jul
4Delivered
Client mailbox
Completed 03 Jul
5Opened
Client · 2 views
Completed 04 Jul
6Client replied
Awaiting board
In progress · 06 Jul
7Payment promised
—
Pending
8Payment received
—
Pending
Exceptions and risk
Exception queue and recommended actions
3 open
Work paused for funds
M-2007 · counsel brief on hold
$64K at risk
Request unopened 6 days
Orion Media Group
$48K
Partial payment only
Blake Industrial · 40% received
$36K short
Audit and history

Every financial change is captured with user, timestamp, value movement and audit reference

Recent activity
  1. Payment posted01 Jul · 10:10
    N. Salim·Meridian Holdings PLC · M-2041·$61.0K·AUD-7700
  2. Invoice edited02 Jul · 11:11
    A. Okafor·Nordic Shipping AS · M-2035·$52.0K·AUD-7701
  3. Credit note approved03 Jul · 12:12
    D. Feld·Vertex Biotech Ltd · M-2024·$81.0K·AUD-7702
  4. Retainer adjusted04 Jul · 13:13
    J. Hollis KC·Lagos Bay Estates · M-2029·$21.0K·AUD-7703
  5. Trust transfer completed05 Jul · 14:14
    N. Salim·Kestrel Insurance · M-2007·$88.0K·AUD-7704
  6. Expense approved06 Jul · 15:15
    A. Okafor·Halcyon Partners · M-2011·$19.0K·AUD-7705
  7. Tax report exported07 Jul · 16:16
    D. Feld·Orion Media Group · M-2016·$82.0K·AUD-7706