Retallio

Introduction to Retallio

Retallio is a live client portal designed specifically for freelancers, consultants, and small agencies who work on monthly retainers. It addresses the common frustration between freelancers and clients by providing real-time visibility into time tracking, task logging, and invoice building. Instead of clients being surprised by invoices and asking questions about hours or charges, Retallio allows them to see exactly what's happening throughout the month.

The product was built with the goal of eliminating the need for back-and-forth communication about billing. By offering a shared view of project progress, Retallio ensures that both the freelancer and the client are on the same page at all times. This not only improves transparency but also helps build trust and reduce disputes over invoicing.

Takeaways

Real-time visibility for clients on tracked hours and logged tasks
Auto-generated invoices based on tracked time and overages
Automated alerts when retainer hours reach 80% and 100%
No need for manual explanations or calls about billing details
Designed for freelancers, consultants, and agencies working on monthly retainers

How Retallio Works

Freelancers start by setting up a retainer agreement with their client. Once the agreement is in place, the client gains access to a live portal where they can view all activity in real time. Every hour tracked appears immediately in the client's dashboard, along with a running total of hours used and remaining.

At the end of the billing period, Retallio automatically generates an invoice that includes the base retainer hours plus any overages. The client has already seen how the invoice was calculated, so there’s no confusion or need for explanation. Additionally, automated alerts notify the client when they approach the limit of their retainer hours, ensuring transparency and preventing unexpected charges.

Core Benefits and Applications

Benefit	Description
Transparency	Clients can see exactly how their retainer hours are being used
Efficiency	Reduces the need for billing-related communication and calls
Trust Building	Enhances client confidence through open and real-time data sharing
Scalability	Suitable for individual freelancers as well as small agencies
Accuracy	Invoices are generated automatically based on tracked time and overages