Free template

A retainer agreement that protects your time and your cash flow

Most retainers quietly turn into “unlimited work for a fixed fee.” This one doesn't. Free, plain-English, ready to send.

The whole point of a retainer is predictable money. But a loose retainer is just scope creep with a monthly invoice attached — you end up doing 50 hours of work for a 20-hour fee and slowly resenting the client.

This template caps that. Clear hours, clear boundaries, clear money.

What’s inside

Scope + hours cap

What the retainer covers and where it stops.

Rollover / use-it-or-lose-it rules

Pick one, in writing, so it's never a fight.

Overage language

What happens when they go over, and at what rate.

Payment terms

Billed in advance, net 14, the way retainers should work.

Scope-creep clause

Anything outside the retainer becomes a separate, approved change order.

Notice + cancellation terms

How either side exits cleanly.

Bill in advance, every time

The single best thing you can do with a retainer: bill it in advance. You're holding the money before you do the work, not chasing it after. This template defaults to that.

Get it free

Drop your email and it lands in your inbox — fill in the brackets, send it with your next proposal.

Handl runs recurring retainer billing and flags overages automatically.

Reclaim your time

Stop being your own debt collector.

Get paid faster with automated invoicing and reminders.

The Handl Sales Pipeline dashboard showing forecast, milestones and weekly totals.