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Features / Retainer Reports

Retainer clarity for you and your clients

Manage monthly retainer periods, track hours used vs allocated, sync time from Everhour, and generate client-facing reports via secure token links. Transparent retainer management that builds trust.

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What you get

Monthly retainer period management
Hours used vs allocated tracking
Everhour time sync via linked Asana projects
Client-facing reports via secure token URLs
Rollover and carry-forward support
Historical period comparison and trends
Per-project hour breakdowns within retainers
Automatic report generation at period end
Retainer Reports screenshot

How it works

Get up and running in minutes, not days.

1

Set up retainers

Define monthly allocated hours, link to clients and projects. Set up Everhour sync for automatic time tracking.

2

Track hours in real time

Hours sync from Everhour automatically. See exactly how much of each retainer has been used at a glance.

3

Share client reports

Generate branded reports and share them via secure token links. Clients see hours used, projects worked on, and remaining balance.

Frequently asked questions

Connect your Everhour account, link projects, and time entries sync automatically. Hours are allocated to the correct retainer period.
Yes — each report gets a secure token URL that you share with clients. They can view hours, project breakdowns, and remaining balance without logging in.
You can configure rollover rules per retainer to carry forward unused hours to the next period.

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Start free today — no credit card required. Set up in under 5 minutes.

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