About Retainvo
The client book for small practices that keep clients, and nobody else
Who it is for
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
What it does not do
- no sales pipeline, no intake vetting, no enterprise suite, no KYC rule, and never legal advice
What is on this site
1 free tools, each working its figure on the page with no account, and Retainvo Pro that keeps the record. All tools · Pricing.
- New client onboarding checklist: Price your onboarding: tasks on the checklist, minutes each takes, your rate and the rework share, worked into what one client and a month of new clients actually cost.
What Retainvo Pro keeps
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.
Reach us
Contact for a question about the product, ask whether Retainvo Pro does a particular thing, Support when something is broken or money is wrong, or hello@retainvo.com. The legal terms are on Terms and Privacy.