Know a retainer is running low before it runs out.

Retainer Health Watcher tracks every matter's retainer balance against its floor and its weekly burn rate — and tells you weeks ahead when a balance is about to cross the line, with a ready-to-send replenishment request. No more discovering an empty retainer after the work is already done.

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Matters watched
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Total retainer held
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Need attention now
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Combined burn / week

Matter health

Each card compares the current balance with that matter's floor and projects when the balance crosses the floor at the current burn rate.

Sample data — fictional. The four matters below belong to the made-up firm “Hartwell & Brooks LLP.” No real client or firm is shown. Replace them with your own matters whenever you're ready.

Add or edit a matter

Type in the figures from your accounting system, or use “Edit” on any card above to update a balance after a billing run.

The level the balance should not fall below — often set in the engagement letter.

Recent average weekly billings against this retainer. Drives the crossing projection.

Import balances by CSV

Export a list from your accounting system and import it here. Expected columns: client, matter, balance, floor, burn_per_week (header names are flexible — “retainer balance”, “minimum” and “weekly burn” also work). Imported rows are added to the list.

Replenishment requests

When a balance is below its floor — or projected to cross it within about three weeks — a ready-to-send request appears here, in escalating stages. Edit the wording, copy it, and send it from your own email or client portal.

Pricing

One flat price for the whole firm. Try it free first — no card, no payment collected today.

$8 / month

after your free trial

  • Unlimited matters and balances
  • Floor-crossing projections at current burn
  • Three-stage replenishment message templates
  • CSV import from your accounting system
  • Cancel any time

Start with 3 free days

Reserve your trial with an email address only. We'll email you when your trial is ready to start. Payment (via PayPal) is only set up later, if you decide to stay — nothing is charged now.

or subscribe now

Start 3-day free trial — then $8/month via PayPal

Subscribe through PayPal and your trial starts right away. The trial is free ($0); PayPal charges $8/month only after the 3 days end, and you can cancel any time in your PayPal account.

Please read — what this tool is and is not. Retainer Health Watcher is a tracking-and-prompting tool only. It is not legal advice, it is not a lawyer, and it has not been reviewed by a lawyer. It never moves money, never collects payments, and never touches your trust account or trust ledger. Your firm's accounting system remains the system of record — the balances, floors, and burn rates here are only as accurate as the figures you type or import, so verify them against your accounting records before acting. All data you enter stays in your own browser on this device; nothing is sent to or saved on a server.