Retainer Management Simplified
Wisdom gives you the clarity to manage ongoing client retainers with confidence - from monthly budgets and time tracking to service breakdowns and reporting. No more guesswork. No more over-servicing.
Why Wisdom Retainer Management?
Made to manage ongoing work with ease.
Wisdom gives agencies the tools to run retainers properly: monitor usage, control scope, and prove value over time. Whether you’re tracking hours, deliverables or service lines, everything stays visible and under control.
- Retainer overview
- See total budget, time used, and services delivered in one place - updated in real time.
- Time & budget tracking
- Track logged hours and associated spend against monthly or rolling budgets to stay within scope.
- Service breakdowns
- Split retainer value across different services - design, dev, consultancy - to keep delivery balanced and transparent.
- Rollover support
- Unused time or budget? Carry it over automatically (or not) - your choice, with clear audit trails either way.
- Performance reporting
- Demonstrate value with reports showing time used, work delivered, and remaining allocation - perfect for monthly reviews.
- Smart contract controls
- Set monthly values, hourly rates, and retainer duration - with colour-coded alerts as you near renewal or budget limits.
Stay on Top of Every Retainer
No more crossed wires, hidden over-servicing or awkward renewal chats.
Wisdom gives you clarity over time, value and expectations - all in one place.
Clear retainer setup
Define monthly hours, fees, services and billing rules from the start - so everyone’s on the same page.
Automated breakdowns & invoicing
Generate monthly service summaries and invoices automatically - with optional Xero integration to streamline your billing workflow.
Editable reports & third-party costs
Easily update timesheets, add freelancer or asset fees, and export everything into editable client reports in Excel.
Fair Billing
Automatic 15-minute minimum ensures fair compensation while showing exact tracked time.
Quick Access
Recent clients at your fingertips. Smart search finds any client or project instantly.
Week View
Navigate your week effortlessly. Jump to any date or return to today with one click.
See it in action
Watch how Wisdom helps you track usage, manage retainers and create clear, client-ready reports - all in a few clicks.
Everything in One Place
A more organised way to manage clients, retainers and project history.
Wisdom brings structure to your client base, making it easy to stay on top of relationships, active work, and services delivered – all from one clear, connected view.
- Project & retainer history.
- Instantly see what’s been delivered, what’s ongoing, and what’s coming up next - no more spreadsheets or scattered notes.
- Centralised records.
- Store addresses, contacts, billing preferences and service history in one place, so your team always knows where to look.
- Ready for invoicing.
- Link services to retainers and projects for faster billing, renewals and fewer surprises - everything lines up when it matters.
“The retainer tools have completely changed the way we manage ongoing client work. Setting clear monthly values, tracking time, and knowing exactly when retainers are approaching renewal - it’s all seamless. We’ve not only saved hours in admin, but we’ve had better conversations with clients as a result. It gives us the control and clarity we always needed.”
Frequently asked questions
-
Yes - you can define specific monthly budgets, hourly rates and included services for each retainer individually.
A word to the wise... It's FREE to try!
Experience Wisdom's comprehensive suite of tools with our 30-day free trial. No credit card required, no long-term contracts, and full access to all features.