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 |
Send your next invoice without the call.
Free for your first client. No credit card. 2 minutes to set up.
