Short answer. A retainer is an ongoing client agreement for a defined service, set of deliverables or amount of work over a recurring period.
What does this look like in client work?
A maintenance client has a recurring monthly engagement. Keep its work and billing records connected without treating the fee as unlimited scope.
How should a team use the idea?
Choose one current engagement. Identify the record you maintain, who owns the next action and which information the client needs. Keep the process clear before adding automation or another tool.
Where does Flotick fit?
Flotick connects CRM and delivery records for agencies and freelancers. Read the linked feature guide for supported behavior, permissions and plan boundaries; this definition is not a promise that every possible workflow is automated.
