Retainer & Contract Management
A retainer that quietly lapses because nobody caught the renewal date is revenue the firm has already lost. We build the system that tracks every contract's lifecycle automatically.
What we build
- Renewal tracking: Expiring retainers flagged weeks before the renewal date.
- Automated recurring billing: Retainer fees charged automatically each cycle.
- Scope-of-work library: Standard contract terms reused consistently across new engagements.
- Utilization alerts: Retainer hours tracked against usage so overages are caught in real time.
Implementation scope
Retainer management connects to billing, so a renewed contract updates the client's invoicing schedule automatically.