One paid plan
The templates are free forever, worked figures and all. Retainvo Pro is the book behind them: every client a record with documents, status and history, the onboarding checklist run per client, a branded portal for each, and export always. One plan, one price, the whole practice on it.
Free
$0 Free to use. No account, no card, no trial clock.
- The client's paperwork rendered from the record
- Print the onboarding summary as it stands
- Saved messages for the chase, sent in two clicks
Retainvo Pro
$29 per month, whole team
- Everything in the free plan
- 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
- Every client and record, exported in one go
- Every client filed as a record
- The whole book as one list the practice can work
- Who changed what on a client, and when
- The whole practice in one workspace
- The whole book and its records, exported clean
- Send the portal invite from the record
- Take the setup fee or retainer by card
- The first invoice paid from the portal
- Client fees flow to your bookkeeping
- Invoices per client, synced not re-typed
Retainvo Pro is $29 per month, billed monthly, and renews each month at that price until you cancel. The price and renewal terms are shown again before checkout. Cancel from your account page in one click, no email and no phone call required. Your plan runs to the end of the paid month and does not renew.
Online payments: Stripe's processing fee plus a 1% platform fee per payment, deducted before your payout.
Do you need a whole practice suite instead?
If you want proposals, contracts, invoicing and scheduling in one system, buy a client suite and take the book as one module. Retainvo is for the practice that wants the client book and the portal fixed without replatforming everything else: it keeps clients, and only clients.
For scale: HoneyBook, the client-suite incumbent this category is priced against, lists Starter at $29 per month billed monthly, Essentials at $59 and Premium at $129 (honeybook.com/pricing, read 4 September 2026). Each figure is licensed in research/data/claims.tsv.