Record. Onboard. Serve.
The client book, with a white label client portal on top
Retainvo keeps the clients a small practice already has: every client a record with its details, documents, status and history, the onboarding checklist run against the record when a new one signs, and a portal where each client sees their own things under your name.
Free for 14 days. No card needed.
- No account
- No card
- No sign-up
Retainvo Pro is $29 per month for your whole practice, billed monthly.
- 1
- free tool on this site the answer is never behind a login
- 21
- providers' own published prices, compared in the Client Software Pricing Index
- $29
- per month, whole team Free: $0
- Built for the small practice, agency or firm that keeps ongoing clients
- Not for pipeline chasers, not for enterprise suites, and the client's own login lives with their practice, not here
The client book as a record, not a spreadsheet
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Every client is one record, not five places
The details, the documents, the status and the history live against the client, findable in one search. The spreadsheet, the email folder and the shared drive stop being three versions of the truth that disagree at review time.
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The checklist runs against the record
When a new client signs, the onboarding checklist opens on their record: every task ticked off where the next person can see it, nothing living in one head. The free worksheet on this site prices what ad-hoc onboarding costs a month; the record is how it stops.
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Each client gets a door with your name on it
The portal is the client's window onto their own record: the documents you have shared, the status of their work, a place to upload what you asked for. White label, so it reads as your practice and not as our software.
Tools
The tools, free and open
Free onboarding templates work their own figures on the page; Retainvo Pro keeps the book.
Free to use. No account, no card, no sign-up.
In figures
Client Software Pricing Index
8.8 to 500USD
Range of the published figures
17 sources with a published figure, read 19 October 2026.
Retainvo Pro
$29
per month, whole team
The answer is yours. Keeping it is Retainvo Pro.
The checklist is free. Pro is what happens after the client signs: they land in the book as a record, the onboarding runs against it task by task, and they get a portal door with your name on it instead of an email thread.
- The onboarding summary as a clean PDF
- No Retainvo mark on your paperwork
- Save a half-done checklist and finish it later
- Your practice name and logo on the portal and the paperwork
- Send the portal invite from the record
- Take the setup fee or retainer by card
- Client fees flow to your bookkeeping
Free for 14 days. No card needed.
Retainvo Pro is $29 per month for your whole practice, billed monthly. Billed monthly. Cancel any time from your account page. Price and renewal terms are shown before checkout.