Retainer Hours Portal for Agencies

Log the hours of each retainer client, see used against the allowance with rollover, bill the overage, and send each client a private link to their own month. Sample data and a no-AI path included.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 5 projects & knowledge bases, 1 AI agent, and 2 automations & workflows, ready to run or customize after you clone. It connects Gmail. Its AI agents include Retainers Helper. Its automations include Monthly hours statement and Monday retainers digest.

Team Taskade published this agency app in the Taskade App Factory.