Retainers / Recurring Clients

Coordinate recurring client agreements, monthly capacity, scheduled work, invoices and renewal reviews.

MAIN FEATURES

- Create and maintain Recurring Clients and Retainer Agreements.

- Connect and monitor Monthly Capacity and Recurring Tasks.

- Coordinate Service Cycles and Retainer Invoices.

- Review and improve Renewal Reviews and Retainer Reports.

- Work with realistic English-market DEMO records and localized versions in all 17 interface languages.

- Move to an empty PROD environment when you are ready to enter your own records.

- Search, create, edit and delete records across every functional area.

- Choose visible fields separately for DEMO and PROD.

LOCAL ARCHITECTURE

- Runs from one autonomous HTML file in a modern browser, including offline use.

- Stores records locally and keeps DEMO, PROD, preferences and appearance isolated.

- Creates portable backups with selectable scope and optional password protection.

- Requires no hosted account, activation, licence code, installation or recurring subscription to operate.