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Client Retainer Manager

Stay organized. Protect your hours. Deliver confidently.

Track monthly retainer hours, deliverables, utilization, and reports in a private Mac workspace for independent professionals.

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Client Retainer Manager monthly dashboard framed in a MacBook Air with hours, revenue, utilization, deliverable alerts, and client health

Client records

Keep each retainer agreement clear.

Store monthly terms, included hours, renewal rules, deliverables, notes, billing contacts, and payment terms with each client.

Client Retainer Manager client list framed in a MacBook Air with retainer terms, included hours, renewal rules, deliverables, and notes

Retainer health

See utilization before the month gets away from you.

Client detail views bring used hours, remaining capacity, effective hourly rate, renewal timing, and deliverable status together.

Client Retainer Manager client detail framed in a MacBook Air with monthly retainer, renewal, effective hourly rate, utilization, and deliverables

Time entries

Log work in a structured monthly record.

Each entry records the client, date, hours, and a work summary, with views by client, date, or project.

Client Retainer Manager time entry history framed in a MacBook Air with client, date, hours, and work summaries

Pro reports

Turn the month into reports and exports.

Pro adds historical month navigation, CSV export, PDF monthly and client summaries, invoices, custom report branding, and hourly rate analysis.

Client Retainer Manager reports framed in a MacBook Air with revenue, hours, hourly rate, utilization, carryover alerts, and client progress
Client Retainer Manager icon

Download

Ready to try Client Retainer Manager?

Client Retainer Manager is available on the App Store for supported devices.

Download Client Retainer Manager on the App Store

A closer look

Client Retainer Manager, in more detail.

What it is

Client Retainer Manager gives independent consultants, freelancers, and small studios one Mac workspace for monthly retainers. It combines client terms, structured time entries, included hours, revenue, capacity, utilization, deliverable alerts, client health, and monthly reports without accounts, syncing, analytics, or servers.

Who it helps

Client Retainer Manager is designed for independent consultants, freelancers, and small studios managing monthly client retainers on Mac.

  • Manage client terms, included hours, renewal rules, deliverables, and notes
  • Log time by client, date, hours, and work summary
  • Review monthly utilization, revenue, capacity, client health, and deliverable alerts
  • Create Pro reports, CSV exports, PDF summaries, and invoices

FAQ

Questions, answered.

Who is Client Retainer Manager for?

Client Retainer Manager is for independent consultants, freelancers, and small studios that manage monthly client retainers on Mac.

What can I track for each client?

You can store monthly retainer terms, included hours, renewal rules, deliverables, notes, billing contacts, payment terms, and structured time entries.

What is included for free?

The free experience includes the current month view and ordinary client and time management.

What does Pro include and cost?

A one-time $22.99 Pro purchase in the US unlocks reports, historical month navigation, CSV export, PDF monthly summaries, client summaries and invoices, custom report branding, and hourly rate analysis. It is not a subscription.

Where is client data stored?

Client Retainer Manager stores its workspace in a local snapshot in Application Support on the Mac. It has no accounts, syncing, servers, or analytics.

Which platforms and languages are supported?

Client Retainer Manager is a Mac app and its current localization is English.

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