Proposals, Contracts, and Invoices.
In one place. In the right order.
Retainly is the business management platform built for service providers who are tired of duct-taping five different tools together just to get a client booked and paid. Send a proposal, send a contract, send the invoice. Done.
No Credit Card needed
Powered by The Legal Paige® and built for the way you actually run your business.
- Sounds Familar?
You're great at what you do.
The paperwork is... another story.
You started your business because you love your craft, not because you dreamed of chasing down invoice payments at 11pm or wondering if that contract you found online actually protects you.
But here you are. Copying and pasting client info into three different platforms, sending payment links via DM, and crossing your fingers that your “agreement” email counts as a legally binding contract. (Spoiler: it doesn’t.)
There’s a better way to run this thing!
01
Proposals that feel pieced together
You’re quoting clients in email, attaching a PDF you made in Canva, and hoping it looks professional enough. There’s no clean way to go from “here’s what I offer” to “here’s the contract” without starting over from scratch.
02
Contracts you're not confident in
You grabbed a template somewhere, changed the name, and sent it. But does it actually cover you if a client ghosts mid-project? Does it hold up? You genuinely don’t know. And that’s a problem.
03
Invoices that feel like begging
Following up on unpaid invoices is… a lot. The awkward “just checking in!” texts. The manual reminders. The mental math every time you check your bank account.
- Enter Retainly
Proposal. Contract. Invoice.
One flow. Zero chaos.
Retainly was built by a lawyer who’s spent a decade watching service providers lose money, lose clients, and lose their minds because their back-end business process was a mess.
So we built the thing we wished existed: a platform where your proposal, your legally sound contract, and your professional invoice all live together and flow into each other. Because the process of booking a client should be seamless, not a scavenger hunt across four different tools.
Send a proposal. Client approves it, it becomes a contract. They sign, an invoice goes out. You get paid. That’s it. That’s the whole thing.
Proposals
Send a polished proposal before anything gets signed. Give clients a clear picture of what they're getting, set expectations upfront, and make saying yes the easiest part of the whole process.
Contracts
Attorney-drafted templates you can customize in minutes. Send, get signed, and know you're actually protected.
Invoices
Clean, professional invoices that go out automatically and remind your clients so you don't have to.
No Credit Card needed
- FEATURES
Everything you need to look like the professional business owner you are!
No AI. No features you’ll never touch. No bloated CRM that takes three weeks to set up. Just the tools you actually need to run your client business, built to be used on day one.
Proposals
Send a polished proposal before the contract even comes out. Start from one of our three templates, upload your own PDF, or build one from scratch.
Contracts
Send, sign, and store client contracts without the “wait, where do I DocuSign again?” chaos. Your Legal Paige templates plug right in.
Invoices
Create and send invoices that actually look professional. No more Google Doc invoices. We said what we said.
Payments
Manage your client work from start to finish in one place. Every contract, invoice, and deliverable, tied together so nothing slips through the cracks.
Client Management
Keep your clients organized, not scattered across your inbox and brain.
Projects
Manage your client work from start to finish in one place. Every contract, invoice, and deliverable, tied together so nothing slips through the cracks.
Contractor Agreements
Hiring a VA or subcontractor? Send agreements and track everything right here.
Lead Forms
Embed a contact form on your website or link straight to it, and every submission lands automatically in your Retainly client list. No manual entry, no copy-pasting from your inbox. Your leads show up ready to work with.
Reporting
See what’s coming in, what’s pending, and what’s going out, without opening a spreadsheet.
From a client saying "I'm interested"... to paying in just a few clicks!
Most platforms make you jump between tools to move a client from inquiry to booked. Retainly keeps it all connected.
Here's what the flow looks like:
Send a Proposal
Put together your offer, your pricing, and your scope in a clean, professional proposal. No Canva. No random Google Doc. Just a polished first impression that sets the tone.
Proposal Becomes a Contract
When your client is ready to move forward, convert that proposal into a legally binding contract with one click. Your scope, your terms, your protections… already in there. Customize as needed, send for signature, done
Invoice Goes Out
Once the contract is signed, send the invoice. Or set it up to go automatically. Either way, your client gets a clean, professional request for payment and you don’t have to manually recreate anything you already put in the proposal.
Get Paid
Card or ACH, through your own Stripe account. No extra fees from us. No mystery about what’s been paid and what’s still outstanding. You can also tack on a convenience fee or a percentage of the total when a client pays via card.
- THE FLOW
Built by a lawyer.
Powered by The Legal Paige. Designed for the way you actually work.
Most business platforms were built by tech people… and it shows. Your contracts, payment terms, and late fee clauses actually matter legally, and a generic tool that “lets you add a contract” is not the same as a platform where the contract is the whole point.
Retainly was built differently. After 10+ years of serving thousands of service providers through The Legal Paige, we knew exactly what was missing. So we built it.
Powered by The Legal Paige
The Legal Paige isn't just one lawyer with a good idea... it's a team of attorneys, contracts reviewed by industry professionals, trusted by 13,000+ customers, and backed by 400+ affiliates who recommend our templates to their own audiences every single day. For over a decade we've written contracts for every kind of service provider you can imagine, but here's what kept us up at night: someone would buy a template, download a zip file, and then we'd just have to hope they actually used it correctly. That's exactly why Retainly exists. Instead of handing you a contract and wishing you luck, we built a platform where your contracts live inside a custom editor with smart fields already pre-loaded, navigation to clauses built-in, and legal comments ready to review on the side. Your legal protection isn't an afterthought here. It's the whole foundation!
Built for Service Businesses
Most CRMs were built by tech people who have never booked a client, written a proposal, or chased down an invoice at 11pm... and honestly, it shows. They're clunky, overwhelming, and packed with features that make zero sense for the way service businesses actually operate. Retainly was built differently. We're service providers ourselves, and before we ever launched, we put it in front of 200+ creatives who beat it up, broke things, and told us exactly what wasn't working. What came out the other side is a platform that's intuitive, pretty, and genuinely simple to use... built specifically for the photographers, brand strategists, OBMs, social media managers, wedding planners, and every other service provider who just wants a tool that makes sense without a three-hour onboarding call to figure it out.
Simple Enough to Actually Use
No 47-step onboarding. No features you'll never touch. No AI doing weird things to your contracts. Retainly is intentionally simple because a tool you don't use doesn't help anyone. Send a proposal, client agrees, get your legally sound contract signed, send an invoice, get paid. That's the whole thing... and it actually works!
Real business owners. Real results.
Here’s what people are already saying about using Retainly
Hannah Rosser
I’m really thankful there’s a new option in the industry for something like this. There are quite a few platforms out there that honestly aren’t very enjoyable to use, so it’s exciting to see something being built thoughtfully. I’m happy to keep sharing feedback as I continue testing!
Kelsey O'Toole
That was one of the fastest things I've ever done!! It was quick, easy, and all the information uploaded correctly. Took me under 1 minute I swear. AMAZING!!
Danielle
I love this little help email thread we're going through. Round of applause for incredible customer support. 👏
Anonymous
On the invoice, I LOVE the reason for discount section. This is something I wish that honeybook had. It's great knowing that I could look back and say "this one was a military discount" or "this one was a venue bucket list discount" or "the added on an engagement session, they got a discount for bundling it with their wedding." I really like that feature!
Seriously affordable. No, really.
We priced Retainly for the business owner who’s bootstrapping, not the one with a VC check. For less than your Netflix subscription, you get proposals, contracts, and invoices all in one place, with a legal foundation you can actually trust.
Become a founding member, pay yearly and save, or go month-to-month...
Pay yearly and save, or go month-to-month if you want to test the waters first. We just launched in 2026 and prices will go up as we grow. The people who join now are the ones who helped build this thing from the ground up, and they’ll pay these rates forever.
Pricing Comparison
LIFETIME
$40
Once
- One time flat fee!
- Access forever
- Never pay a subscription again
- Access to all features
YEARLY
$175
Yearly
- Save 15% by going annual
- Save 15% by going annual
- Price locked in each year
- Access to all features
MONTHLY
$17/mo
- Renews every month
- Everything in the trial
- Unlimited proposals, contracts, and invoices
- Locked in pricing at this monthly rate forever until you cancel
Ready to stop winging it?
Your business deserves a back end that works as hard as you do. Try Retainly free for 14 days and see what it feels like to actually have your stuff together.
No Credit Card needed
