Retainers
Manage recurring revenue with ease.
Manage ongoing client work without spreadsheets or confusion. Meetingbox keeps every retainer structured, visible, and profitable.
One place for scope, burn, billing
Meetingbox structures every retainer with included services, drawdowns, billing cycles, and performance insights—so delivery, finance, and clients stay aligned.
- Included vs overage hours stay visible
- Billing is generated from actual usage
- Finance and delivery work from the same data
Retainer Scope
Monthly Allowance: 100h
Make faster decisions with AI
Never overservice again. Meetingbox AI tracks retainer usage in real-time, alerts you to potential overages, and helps you optimize profitability for every client.
- Real-time usage tracking
- Overage predictions & alerts
- Profitability analysis
- Automated client reporting
Plan workloads around demand
Retainer commitments feed directly into resource and capacity planning so your team sees baseline workload before new projects are assigned.
- Auto-populate resource plans
- Role-level demand visibility
- Prevent overload before it happens
Team Capacity
New Request: +20h needed for "Q3 Campaign" starting next week.
Monitor budgets in real time
Stop overservicing with clear visibility of used vs remaining hours, planned vs actual time and cost, and real-time margin health.
- Used vs remaining hours
- Planned vs actual time and cost
- Real-time margin visibility
Invoice retainers automatically
Turn recurring work into automatic, accurate billing. Meetingbox generates invoices based on your retainer structure and the work performed.
- Monthly or custom billing cycles
- Auto-generated invoices from usage
- Finance stays aligned without manual entry
Meet the new standard for retainers.
Book a demo or start your free trial, and see how Meetingbox helps your team plan, deliver, and report with total confidence.