Legal / Professional Services Booking & Retainers

核心功能

Consultation booking with calendar slot selection, configurable durations, buffers and per-practitioner availability, surfaced on the WooCommerce product and checkout pages

Fixed-fee service packages registered as WooCommerce products with defined scope, so clients buy a clearly-priced engagement rather than an open-ended quote

Retainer and deposit handling: collect a percentage or fixed deposit at checkout, track the retainer balance, and draw down against it as work is logged

Milestone billing driven by WP-Cron and order-status hooks, generating follow-on invoices for staged engagements without manual chasing

Client intake questionnaires conditionally attached per service, captured at checkout and saved to the matter record as order meta

Secure document upload at checkout, stored outside the public web root with randomized filenames, role-gated download links and size/type validation

Custom post type for matters/bookings linking the WooCommerce order, intake answers, uploaded files and retainer ledger in one wp-admin screen

HPOS-compatible: works with WooCommerce High-Performance Order Storage (custom order tables) as well as the legacy posts storage

Gateway-flexible deposits and balances using your existing Stripe, PayPal or bank-transfer WooCommerce gateway — no payment lock-in

WordPress role and capability gating so paralegals, associates and admins see only the matters and documents they are permitted to access

Automated client emails on booking confirmation, retainer drawdown and milestone due dates, hooked into WooCommerce's transactional email system

WPML and multisite-aware build option for multilingual firms or multi-office networks running several WooCommerce stores

WooCommerce REST API endpoints so bookings, intake data and retainer balances can sync to your practice-management or accounting system

Conflict-of-interest and duplicate-booking guards via add-to-cart and checkout validation filters before an order is created

按需定制，全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

您下单

以一次性构建价格开始。我们在启动时与您共同确定范围。

我们构建与安装

ECOSIRE 在您的 WooCommerce 上构建、配置并安装。

上线 + 支持

约 2–4 周内上线，并提供上线后的支持期。

关于此产品

Legal and professional-services work doesn't fit a standard "Add to Cart" button. A consultation needs a calendar slot. A fixed-fee package needs a signed scope and intake details. A retainer needs a deposit now and milestone invoices later. WooCommerce core handles none of this on its own — so most firms fall back to email, spreadsheets and a separate booking SaaS.

This plugin closes that gap. ECOSIRE custom-builds, installs and supports a booking-and-retainer engine directly on your WordPress + WooCommerce site. It registers your services as bookable WooCommerce products, adds calendar-based consultation scheduling, and attaches client intake questionnaires and secure document upload to the checkout flow so you capture matter details and files before money changes hands.

Under the hood it uses real WordPress primitives: a custom post type for matters/bookings, WooCommerce product meta for service type and retainer terms, WordPress hooks and filters (woocommerce_checkout_create_order, woocommerce_order_status_changed, woocommerce_add_to_cart_validation) to drive the booking logic, and WP-Cron to schedule retainer drawdown reminders and milestone invoices. Uploads are stored outside the public web root with non-guessable filenames and role-gated access, and everything is HPOS-compatible (WooCommerce custom order tables).

Because it's build-to-order, the scope is shaped to your practice — practice areas, deposit percentages, milestone schedules, the intake fields each service requires, and which gateway (Stripe, PayPal, bank transfer) collects the deposit. You get a finished, working plugin on your own site, not a generic download you have to wire up yourself. Pricing is a one-time USD 249 build, with optional ongoing support.

你得到什么

A fully built, installed and activated plugin on your live WordPress + WooCommerce site, configured to your services and practice areas

Your consultation, fixed-fee and retainer services set up as bookable WooCommerce products with the correct deposit and milestone terms

Intake questionnaire and secure document-upload fields configured per service and wired into the checkout flow

wp-admin matter/booking management screen with retainer ledger, intake answers and uploaded documents linked to each order

HPOS compatibility verified and a deposit-to-balance payment flow tested end-to-end on your chosen gateway

Configuration handover document plus a short walkthrough covering how to add services, read the retainer ledger and manage documents

30 days of post-launch bug-fix support after delivery, with optional ongoing support and update plans available

这是给谁的

Boutique Law Firm Partner

Runs a small practice and wants clients to book and pay for consultations and fixed-fee matters online, with intake details and documents collected up front instead of chased over email.

Accounting & Advisory Practice Owner

Sells recurring advisory work and project engagements, and needs deposits, retainers and milestone invoicing tied to WooCommerce so revenue and client onboarding live in one system.

Operations / Practice Manager

Owns the firm's WordPress site and tools, and wants booking, intake, retainers and document collection consolidated into wp-admin with role-based access rather than five disconnected apps.

Legal / Professional Services Booking & Retainers 如何比较

标准	伊科西尔	定制建造	竞争对手
Consultation booking with calendars on WooCommerce products	包含	包含	部分支持
Retainer / deposit and milestone billing	包含	包含	部分支持
Client intake questionnaires tied to each service	包含	包含	部分支持
Secure document upload at checkout, stored off the public root	包含	包含	不包括在内
Installed, configured and tested on your live site for you	包含	部分支持	不包括在内
HPOS / custom order table compatibility	包含	部分支持	部分支持
Tailored to your practice areas and deposit rules	包含	包含	不包括在内
Instant self-service download, no lead time	不包括在内	不包括在内	包含
One-time price with no per-feature add-on licensing	包含	部分支持	不包括在内

关于Legal / Professional Services Booking & Retainers的常见问题

Is this an instant download from WooCommerce.com or WordPress.org?

No. This is a build-to-order plugin. ECOSIRE custom-builds it, then installs, configures and tests it directly on your own WordPress and WooCommerce site. You are not buying a generic ZIP to wire up yourself — you receive a finished, working setup tailored to your services, deposit terms and intake fields.

How long does delivery take?

A typical build is delivered in about 5 to 10 business days from the time we confirm your requirements — your services, deposit and retainer rules, intake fields, gateway and any WPML or multisite needs. More complex milestone schedules or practice-management integrations via the WooCommerce REST API may extend that, and we give you a firm timeline before starting.

What ongoing support and updates do I get?

Every build includes 30 days of post-launch bug-fix support. After that, optional support and update plans keep the plugin compatible with new WooCommerce and WordPress releases (including HPOS changes), PHP version updates and your gateway's API changes. Because the code lives on your site, you are never locked out of it.

Does it work with my existing payment gateway?

Yes. The plugin uses your existing WooCommerce gateway — Stripe, PayPal, bank transfer or others — to collect consultation fees, deposits and retainer balances. We don't impose a payment processor; deposit and milestone logic sits on top of whatever gateway you already run.

Is client intake and document upload secure?

Uploaded files are stored outside the public web root with non-guessable filenames, validated for type and size, and reachable only through role-gated download links in wp-admin. WordPress capabilities control which staff can view a matter's intake answers and documents, so paralegals, associates and admins each see only what they're permitted to.

Will it work with my multilingual or multi-office setup?

Yes, as a build option. We can make the plugin WPML-aware for multilingual firms and multisite-aware for networks running several WooCommerce stores across offices, so booking, intake and retainer features behave correctly per language and per site.