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Retainer burn alert

Warns on working-day mornings when a client's retainer reaches its warning level or is on pace to run out before month end.

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What it does

  • Hours used, the allowance and the month-end projection per client
  • Only speaks up when a retainer needs attention
  • A one-line suggestion: renegotiate, slow down or warn the client

Who it is for

Agencies and consultancies that sell monthly retainers and log time against them.

Example outputFictional workspace

1 retainer needs attention

Acme Corp

  • 32 of 40 hours used on the 18th; on pace for 53 by month end

Suggestion

  • Tell Acme this week and agree what moves to next month

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