Step 1
Set allowance
The consultant records work against a monthly allowance.
Illustrative workflow / Retainer tracking
A day in the
workflow.
A focused workspace for recording client work against agreed retainers and reviewing overages before the next conversation.
Fictional scenario. This is a marketing walkthrough, not a customer case study or a live CRM.
Step 2
Capture time
The dashboard shows used and remaining hours.
Step 3
Review billability
An overage is reviewed with its supporting entries.
Step 4
Compare actuals
The next month’s allowance becomes a clear client conversation.