About RetainerOps

Deep Dive with Clara AI

RetainerOps is retainer management software built for fractional executives, independent consultants, and boutique agencies running recurring client engagements. Unlike general freelancer tools, it's structured around how retainer work actually operates: Packages define the scope and hours, Clients attach to those packages, Projects sit under each client, Tasks break down the work, and Time Entries keep every billable hour accounted for. The platform includes a built-in AI assistant — powered by Claude — that surfaces utilization insights, flags retainers running hot, and helps you stay on top of scope without digging through reports. Recurring billing, time tracking, and client visibility all live in one place, replacing the spreadsheet juggling most retainer-heavy consultants rely on today. RetainerOps is available in three tiers: Solo ($29/mo), Studio ($79/mo), and Agency ($149/mo). All plans include a 14-day free trial with no credit card required. Purpose-built for the way fractional professionals actually work.

Screenshots & Videos

Dashboard where you can see clients data, upcoming tasks and more

Access specific client data including projects, tasks, and time entries

Integrated planner to easily see over-booked days

Pricing

Free Trial Available
Starts at $29.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

60%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)
Freelancers
Individuals

API Support

Available

Modes of Support

Business Hours

RetainerOps Features

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Professional Services Automation Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

60%

Revenue & Profitability Tracking

Project Planning & Scheduling

Project & Resource Management

Reporting & Analytics

Client & Contract Management

Billing & Invoicing

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Billing and Invoicing Features

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Mobile Payments

Accept payment directly on your mobile handset

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Project Management Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Percent-Complete Tracking

Percentage of work done on estimated items.

Budget Management

Analyzing financial information to ensure all operations are within budget

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Idea Management

Facility to receive insights from internal and external stakeholders

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Document Management

Ability to store and manage various information and documents in electronic format.