Retainer Agreement Tracking
Manage monthly retainer hours, rollover rules, and utilization reports. Connect agreement tracking with a separate client funds ledger for deposits, invoice applications, and balances.
Key capabilities
Track monthly retainer hours, rollover, and utilization across matters.
Monthly hour tracking
Set monthly retainer hours per agreement. Track used, remaining, and allocated hours for each billing period automatically.
Rollover rules
Configure rollover maximum months for unused hours. Automatically carry forward remaining hours to the next period within your defined limits.
Utilization reports
Generate detailed utilization reports showing time entries per period with descriptions, dates, and notes. Email reports as PDF to clients or partners.
Client funds ledger
Record retainer money received, apply funds to approved invoices, process refunds and adjustments, and produce client ledger statements. Low-balance alerts help you know when to replenish.
What's included
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