Proposals, Contracts, and Invoices.
In one place. In the right order.
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.
No Credit Card needed
Powered by The Legal Paige® and built for the way you actually run your business.
- Sounds Familar?
You're great at what you do.
The paperwork is... another story.
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!
01
Proposals that actually close
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.
02
Contracts you can actually stand behind
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
Invoices that get paid
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.
- Enter Retainly
Proposal. Contract. Invoice.
One flow. Zero chaos.
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.
Proposals
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.
Contracts
Attorney-drafted templates you can customize in minutes. Send, get signed, and know you're actually protected.
Invoices
Clean, professional invoices that go out automatically and remind your clients so you don't have to.
No Credit Card needed
- FEATURES
Everything you need to look like the professional business owner you are!
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.
Proposals
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.
Contracts
Send, sign, and store client contracts without the “wait, where do I DocuSign again?” chaos. Your Legal Paige templates plug right in.
Invoices
Create and send invoices that actually look professional. No more Google Doc invoices. We said what we said.
Payments
Manage your client work from start to finish in one place. Every contract, invoice, and deliverable, tied together so nothing slips through the cracks.
Client Management
Keep your clients organized, not scattered across your inbox and brain.
Projects
Manage your client work from start to finish in one place. Every contract, invoice, and deliverable, tied together so nothing slips through the cracks.
Contractor Agreements
Hiring a VA or subcontractor? Send agreements and track everything right here.
Lead Forms
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.
Reporting
See what’s coming in, what’s pending, and what’s going out, without opening a spreadsheet.
From a client saying "I'm interested"... to paying in just a few clicks!
Most platforms make you jump between tools to move a client from inquiry to booked. Retainly keeps it all connected.
Here's what the flow looks like:
Send a Proposal
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.
Proposal Becomes a Contract
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
Invoice Goes Out
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.
Get Paid
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. You can also tack on a convenience fee or a percentage of the total when a client pays via card.
- THE FLOW
Built by a lawyer.
Powered by The Legal Paige®.
Designed for the way you actually work.
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!
Powered by The Legal Paige®
The Legal Paige has served 13,000+ customers and spent over a decade writing contracts for every kind of service provider out there. But here's what kept us up at night: someone would buy a template, download a zip file, and we'd just have to hope they used it correctly. That's exactly why Retainly exists. Instead of handing you a contract and wishing you luck, we built a platform where your contracts live inside a custom editor with smart fields already pre-loaded, navigation to clauses built-in, and legal comments ready to review on the side.
Built for Service Businesses
Most CRMs were built by tech people who have never booked a client, written a proposal, or chased down an invoice at 11pm... and honestly, it shows. They're clunky, overwhelming, and packed with features that make zero sense for the way service businesses actually operate. Retainly was built differently. We're service providers ourselves, and before we ever launched, we put it in front of 200+ creatives who beat it up, broke things, and told us exactly what wasn't working. What came out the other side is a platform that's intuitive, pretty, and genuinely simple to use... built specifically for the photographers, brand strategists, OBMs, social media managers, wedding planners, and every other service provider who just wants a tool that makes sense without a three-hour onboarding call to figure it out.
Simple Enough to Actually Use
No 47-step onboarding. No features you'll never touch. No AI doing weird things to your contracts. Retainly is intentionally simple because a tool you don't use doesn't help anyone. Send a proposal, client agrees, get your legally sound contract signed, send an invoice, get paid. That's the whole thing... and it actually works!
Real business owners. Real results.
Here’s what people are already saying about using Retainly:
Hannah Rosser
I’m really thankful there’s a new option in the industry for something like this. There are quite a few platforms out there that honestly aren’t very enjoyable to use, so it’s exciting to see something being built thoughtfully. I’m happy to keep sharing feedback as I continue testing!
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. 👏
Anonymous
On the invoice, I LOVE the reason for discount section. This is something I wish that honeybook had. It's great knowing that I could look back and say "this one was a military discount" or "this one was a venue bucket list discount" or "the added on an engagement session, they got a discount for bundling it with their wedding." I really like that feature!
Seriously affordable. No, really.
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.
Lock in your founding member rate ... monthly or yearly.
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.
Pricing Comparison
MONTHLY
$17/mo
$12
/ mo
Renews every month
- Full access to every feature
- The Legal Paige templates built in
- Founding rate locked in while subscribed
- Cancel anytime
ANNUAL
$175/yr
$122
/ yr
~$10.17/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.
Ready to stop winging it?
Your business deserves a back end that works as hard as you do. Try Retainly free for 7 days and see what it feels like to actually have your stuff together.
No Credit Card needed
