To create a retainer agreement in ImmiPractice, open the client’s case, start an agreement from one of your templates so case details merge in, review the text, place signature, initials, date, name, text and acknowledgement fields, then send the secure signing link by email. The client signs on any device by typing, drawing or uploading a signature, and the executed PDF is saved on the case.
- Agreements are created from templates on a client’s case; case details merge in.
- Place signature, initials, date, name, text and acknowledgement fields, then send by email.
- Clients sign by typing, drawing or uploading a signature — no account needed.
- Status moves Draft → Sent → Viewed → Completed, with Expired for lapsed links.
Before you start
- The client has a case. Agreements are created for a case, so enroll the lead first.
- The fee is set on the case, so it is correct wherever your template uses it.
- You have a template. If not, see agreement templates and merge fields.
Who can create an agreement?
Team members whose role allows working with agreements on that case. The Business Admin always can; for other roles, check Team → Roles & Permissions.
How do I create and send it?
- Open the case from Enrollment.
- Start a new agreement and choose the template that fits the service, for example your study-permit retainer.
- Review the merged content. Case details fill in automatically. Read the whole agreement as the client will see it.
- Place the fields. Add signature, initials, date, signer name, text and checkbox acknowledgement fields where you need them — for example an acknowledgement that the client has read the fee schedule.
- Send for signature. ImmiPractice emails the client a secure signing link. The status moves from Draft to Sent.
What does the client do?
The client opens the link on a phone or computer — no account or app needed — reads the agreement, completes the fields and signs by typing, drawing or uploading an image of their signature. See how clients sign.
What happens after sending?
- When the client opens the link, the status becomes Viewed.
- When they sign, it becomes Completed, the executed PDF is available on the case, and your team gets a bell notification.
- If they don’t sign, automatic reminders — if switched on in Agreement Automation — email them a fresh link at your chosen interval, up to your maximum.
- If the link passes its validity period unsigned, it is marked Expired; resend or supersede it from the Agreements dashboard.
Every one of these events is written to the agreement’s audit trail.
Next steps
Track progress in agreement status and audit trail, and set reminders in automatic signing reminders. For the full process, read the retainer agreement workflow guide.