# Retainer / Trust Account Funding Coordination — Professional Services AI agent | Mihu AI

Professional Services · Intake

# Retainer / Trust Account Funding Coordination

Collect and confirm retainer funding before work begins, per trust accounting requirements.

Set up this outcome

## Apps this needs

Trust / IOLTA Accounting Trust/retainer balance, deposits and disbursements, kept to regulatory standard. Connect during setup

Payments / Checkout Send secure pay links and reconcile paid / overdue balances. Connect during setup

## How it works

Sends the retainer payment request with clear instructions once the engagement letter is signed.

Confirms receipt and verifies proper deposit into the trust/IOLTA account via the trust accounting system's API.

Notifies the assigned professional once funding is confirmed so work can begin.

Never advises on the retainer amount itself — that's set by the professional/firm policy.

## Data sources

Trust accounting system Payment gateway confirmation

## What it targets

Retainers funded before work commences Target 95%

Trust accounting confirmation logged accurately Target 100%