Retainer Hub

Medium

Professional Services · Agency owner, team, clients

Monthly retainers, work requests and a client portal for agencies.

Built in this build

Client request inbox
Monthly allowance usage view
Work status tracking
Retainers and hour allowances
Request assignment
Settings
Scope and effort estimate from request text
Usage summary by client

Vision (needs external services)

Client notice when allowance runs low
Email notifications
PDF monthly report

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Client request inbox
Monthly allowance usage view
Work status tracking

Admin modules

Retainers and hour allowances
Request assignment
Settings

AI capabilities

Scope and effort estimate from request text

Automations

Client notice when allowance runs low

Analytics & reports

Usage summary by client

Integrations

Email notifications
PDF monthly report

Mobile

Client mobile request submission

Roles & permissions

Owner
Team member
Client

Professional Services →

Time Bill

Time tracking and billing for consultants.

Milestone Pay

Tie work to milestones and invoice on time; late billing drains cash flow.

Sub Desk

Assign subcontractors and freelancers, track their pay; end payment chaos.

COI Vault

Collect vendor insurance and compliance certificates; expired paperwork is a liability.

Describe what your business needs — DevAny does the rest

Define it, build it, run it — and take it anywhere.