Client retainer tracker
Client retainer tracker
Track client retainers, balances, renewals, and follow-up queues in a printable finance worksheet.
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PreviewPrintable retainer worksheet
Client retainer tracker
May client retainers
Northwind Studio - 2026-05-01 to 2026-05-31 - Prepared by Maya Chen
Retainer summary
| Retainers | 3 |
|---|---|
| Active | 2 |
| At-risk / expired | 1 |
| Average balance | $666.67 |
Retainer totals
| Total retainers | $4,700.00 |
|---|---|
| Amount used | $2,700.00 |
| Remaining balance | $2,000.00 |
Retainer detail
| Client | Package | Status | Renewal | Retainer | Used | Remaining |
|---|---|---|---|---|---|---|
| Cedar Clinic | Monthly advisory | Active | 2026-06-01 | 1200 | 450 | 750 |
| Bright Labs | Launch support | At risk | 2026-05-10 | 1500 | 1400 | 100 |
| Acme Co | Brand support | Active | 2026-05-20 | 2000 | 850 | 1150 |
Client summary
| Acme Co (1) | $1,150.00 remaining |
|---|---|
| Bright Labs (1) | $100.00 remaining |
| Cedar Clinic (1) | $750.00 remaining |
Renewal queue
| Bright Labs | At risk / renew 2026-05-10 |
|---|---|
| Acme Co | Active / renew 2026-05-20 |
| Cedar Clinic | Active / renew 2026-06-01 |
Low-balance review checklist
- Review Bright Labs with $100.00 remaining.
Notes
Review at-risk retainers every Friday and confirm renewals two weeks before expiration.