RetainerOps
Docs

RetainerOps Documentation

Everything you need to get the most out of RetainerOps — the retainer management platform for fractional operators and agencies.

Getting Started

Set up your workspace, understand the data model, and compare plans.

Clients

Add and manage your retainer client roster.

Retainers & Packages

Define retainer templates, assign them to clients, and track usage.

Work Management

Manage tasks, templates, and scheduling across all clients.

Time Entries

Log hours against client retainers.

Reporting

Usage reports, audit trails, and data exports.

Team

Invite team members and manage role-based access.

AI & Integrations

AI assistant, Claude MCP connector, API keys, and connected apps.

Settings

Billing, plans, and account management.