About this tool

Retainvo keeps the clients a small practice already has: every client a record with its details, documents, status and history, the onboarding checklist run against the record when a new one signs, and a portal where each client sees their own things under your name. Free onboarding templates work their own figures on the page; Retainvo Pro keeps the book.

Who it is for: Built for the small practice, agency or firm that keeps ongoing clients

Retainvo Pro is $29 per month for your whole practice, billed monthly.