Does PI Direct link allow for retainer management?

Does PI Direct link allow for retainer management?

Yes. You can enter retainers into the billing items area. In that same area, you (or staff) can enter expenses and billing related to that case.  Part of our video tutorial on Billing and Invoicing covers how to enter and track retainers. 

We are currently revamping the financial area of the cases and new functionality will be available soon.