Retainer Tracking

Know exactly where each retainer stands — in real time. Full Engage tracks retainer hours per client, automatically deducting from the balance as time entries are logged.

No spreadsheets, no mental math. Open the client workspace and see total hours purchased, hours used, and hours remaining at a glance.

When a retainer is running low or has been exceeded, the system alerts you — so you can have the conversation with your client before it becomes a surprise.

  • Track purchased hours, usage, and remaining balance per client

  • Time entries automatically deduct from the retainer

  • Alerts when retainer is near depletion or exceeded

  • Connected to Client Health Indicator for engagement visibility

Clear retainer visibility for you. No billing surprises for your clients.

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Upvoters
Status

Planned

Board

Feature Request

Date

19 days ago

Author

JP Beluca

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