Custom Retainers

An easier way to track and manage your contracts and retainers.

Accelo’s custom retainer and contract management allows you to track you retainers and streamline your processes by setting up flexible allowance types and have them rollover.

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Create Unlimited Customizable Retainer Types

Create unlimited retainer types the way that is right for your business, allowing you to set the roadmap for your recurring work.

Create Unlimited Customizable Retainer Types
Rollover

Rollover

Stipulate whether an expiring period should roll over unused allowance into the next period. This makes it easy for your clients to keep the hours they purchased with you and use them up the following month.

Customizable Rate Cards

Easily configure the rate you want to charge for different projects or retainers, making it easy for you to override any templated rates associated with reusable templates.

Customizable Rate Cards
Auto-renewal

Auto-renewal

Recurring tasks, plans and budgets will automatically renew, allocating time in your schedule immediately. This takes the pain out of managing your recurring contracts.

Approvals

The management system allows you to easily move time between contract periods and approve the hours tied to contracts from issues, projects and even directly against the contract itself. This allows you to keep a fine-grain eye on your contracts.

Approvals

Automatic Notification

Receive an automatic email reminder notifying your team when hours on a contract are about to end.

Flexible Rates

Always know exactly how many hours you have left in your retainer package. Receive an automatic email reminder notifying your team when hours on a contract are about to end.