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RETAINLY
Powered by The Legal Paige® and built for the way you actually run your business.
No Credit Card needed
Retainly is the business management platform built for service providers who are tired of duct-taping five different tools together just to get a client booked and paid. Send a proposal, send a contract, send the invoice. Done.
Sounds Familiar?
You started your business because you love your craft, not because you dreamed of chasing down invoice payments at 11pm or wondering if that contract you found online actually protects you.
But here you are. Copying and pasting client info into three different platforms, sending payment links via DM, and crossing your fingers that your “agreement” email counts as a legally binding contract. (Spoiler: it doesn’t.)
The paperwork is... another story.
The awkward “just checking in!” texts. The manual reminders. The mental math every time you check your bank account. Retainly sends automatic payment reminders so you’re not the one chasing people down. You get paid, and you don’t have to be weird about it.
03
Invoices that get paid
You grabbed a template somewhere, changed the name, and sent it. But does it actually cover you if a client ghosts mid-project? In Retainly, every contract is attorney-drafted and built to hold up. You’ll know exactly what you sent, and you’ll actually feel good about it.
02
Contracts you can actually stand behind
You’re quoting clients in email, attaching a PDF you made… hoping it looks professional enough. There’s no clean way to go from “here’s what I offer” to “here’s the contract” without starting from scratch. In Retainly, your proposal and contract live in the same place. Client says yes, you move forward, no copy-pasting anything.
01
Proposals that actually close
Sounds Familar?
You started your business because you love your craft, not because you dreamed of chasing down invoice payments at 11pm or wondering if that contract you found online actually protects you.
But here you are. Copying and pasting client info into three different platforms, sending payment links via DM, and crossing your fingers that your “agreement” email counts as a legally binding contract. (Spoiler: it doesn’t.)
There’s a better way to run this thing!
The paperwork is... another story.
Invoices that get paid
Contracts you can stand behind
Proposals that actually close
There’s a better way to run this thing!
01
You’re quoting clients in email or attaching a PDF you made, hoping it looks professional enough. In Retainly, your proposal and contract live in the same place, so when your client says yes, you move forward without starting over or copy-pasting a thing.
02
You grabbed a template somewhere, changed the name, and sent it. But does it actually cover you if a client ghosts mid-project? In Retainly, every contract is attorney-drafted and built to hold up. You’ll know exactly what you sent, and you’ll actually feel good about it.
03
The awkward “just checking in!” texts. The manual reminders. The mental math every time you check your bank account. Retainly sends automatic payment reminders so you’re not the one chasing people down. You get paid, and you don’t have to be weird about it.
No Credit Card needed
Clean, professional invoices that go out automatically and remind your clients so you don't have to.
Invoices
Attorney-drafted templates you can customize in minutes. Send, get signed, and know you're actually protected.
Contracts
Send a polished proposal before anything gets signed. Give clients a clear picture of what they're getting, set expectations upfront, and make saying yes the easiest part of the whole process.
Proposals
Retainly was built by a lawyer who’s spent a decade watching service providers lose money, lose clients, and lose their minds because their back-end business process was a mess.
So we built the thing we wished existed: a platform where your proposal, your legally sound contract, and your professional invoice all live together and flow into each other. Because the process of booking a client should be seamless, not a scavenger hunt across four different tools.
One flow. Zero chaos.
Enter Retainly
See what’s coming in, what’s pending, and what’s going out, without opening a spreadsheet.
Reporting
Collect the details you need from clients without the back-and-forth. Send custom questionnaires, keep responses tied to each client and project, and have everything organized in one place when you need it.
Embed a contact form on your website or link straight to it, and every submission lands automatically in your Retainly client list. No manual entry, no copy-pasting from your inbox. Your leads show up ready to work with.
Hiring a VA or subcontractor? Send agreements and track everything right here.
Contractor Agreements
Lead Forms
Questionnaires
Manage your client work from start to finish in one place. Every contract, invoice, and deliverable, tied together so nothing slips through the cracks.
Keep your clients organized, not scattered across your inbox and brain.
Manage your client work from start to finish in one place. Every contract, invoice, and deliverable, tied together so nothing slips through the cracks.
Payments
Client Management
Projects
Create and send invoices that actually look professional. No more Quickbook or Google Doc invoices. We said what we said.
Send, sign, and store client contracts without the “wait, where do I DocuSign again?” chaos. Your Legal Paige templates plug right in.
Send a polished proposal before the contract even comes out. Start from one of our three templates, upload your own PDF, or build one from scratch.
No AI. No features you’ll never touch. No bloated CRM that takes three weeks to set up. Just the tools you actually need to run your client business, built to be used on day one.
FEATURES
Proposals
Contracts
Invoices
Card or ACH, through your own Stripe account. No extra fees from us. No mystery about what's been paid and what's still outstanding.
Get Paid
Here's what the flow looks like:
Once the contract is signed, send the invoice. Or set it up to go automatically. Either way, your client gets a clean, professional request for payment and you don't have to manually recreate anything you already put in the proposal.
Invoice Goes Out
When your client is ready to move forward, convert that proposal into a legally binding contract with one click. Your scope, your terms, your protections… already in there. Customize as needed, send for signature, done.
Proposal Becomes a Contract
Put together your offer, your pricing, and your scope in a clean, professional proposal. No Canva. No random Google Doc. Just a polished first impression that sets the tone.
Send a Proposal
Most platforms make you jump between tools to move a client from inquiry to booked. Retainly keeps it all connected.
Designed for the way you actually work.
The Legal Paige®.
Why Retainly
Built by a lawyer.
Powered by
Most business platforms were built by tech people, and it shows. A generic tool that “lets you add a contract” is not the same as a platform where the contract is the whole point. Retainly was built by an attorney who spent 10+ years watching service providers get burned by the gaps.
We knew what was missing, so we built it!
Kleigh L.
"The setup and flow for business owners is really thoughtfully developed and I love how fast Shelbi replies when you have questions!
Y'all have been so thoughtful with the details of this platform. I have a better client experience and it's saving a lot of time!"
ana b.
"Since using retainly, I definitely feel more organized and overall a better experience for both me and the client.
I really like the simplicity. I have already been telling my makeup artist friends to get it. Some of them are still old school using google forms, etc. so I have definitely spread the word about it!"
heather G
"Payment plans on invoices are SO FREAKING EASY. Love how simple and intuitive that invoices are to build! Discounts and extra charges like late fees showing up small at the bottom is *chefs kiss* how it doesn't distract from the main package price. UI is definitely much better than (other platforms). Retainly is really onto something here. "
Kelsey O'Toole
“That was one of the fastest things I've ever done!! It was quick, easy, and all the information uploaded correctly. Took me under 1 minute I swear. AMAZING!!”
danielle
"I love this little help email thread we're going through. Round of applause for incredible customer support. 👏"
Retainly is priced for real business owners! For less than your Netflix subscription, you get proposals, contracts, and invoices all in one place, with a legal foundation you can actually trust.
Right now, both plans are priced at a founding member rate you won’t see again once this window closes. Pay monthly for flexibility, or go annual and save an extra 15% on top of the discounted rate. The people who join now get to keep this pricing for as long as they stay. That’s the deal.
Renews every month
- Full access to every feature
- The Legal Paige templates built in
- Founding rate locked in while subscribed
- Cancel anytime
~$14.58/month, billed once
Best Value- Everything in monthly
- 15% off the founding rate
- Two months free vs. monthly
- Founding rate locked in for life
Pay once a year, never think about it again.
