One engagement context
Link the authorized client, legal entity, service terms, renewal dates, funding obligations and responsible staff to the same governed record.
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Retainer360 Enterprise AI · ERP360 add-on
Govern every client retainer. From agreement to reconciliation.
Connect agreements, controlled funding, service delivery, client-money oversight and reconciled billing—with clear approvals and an auditable record.
For professional practices, enterprises and government teams. Production financial execution remains subject to certification.
The enterprise problem
Client commitments should not be scattered across contracts, spreadsheets, payments and inboxes.
Retainer management becomes difficult when the agreed scope, delivered work, funding status, accounting records and approvals disagree. Retainer360 is designed to connect those responsibilities within ERP360 while keeping regulated actions with their authoritative providers.
A traceable financial lifecycle
Distinguish a funding request from verified receipts, available liabilities, fees and reconciled balances. Financial source records belong to Accounting360.
Review before execution
Define who may prepare, review, approve, receive a notification or view client evidence using scoped roles, independent checks and retained audit history.
Operating principle: Retainer360 coordinates the retainer lifecycle; it does not replace the signed contract, immutable document authority, banking rails or statutory accounting system of record.
End-to-end workflow
From first agreement to final reconciliation and renewal.
Follow the information and approval handoffs through eight connected stages. Each stage has a defined owner, upstream evidence and a fail-closed control—not just a completion checkbox.
Identify & scope
Resolve client, tenant, company, engagement and jurisdiction before an operational record is created.
ERP360 Identity + permissionsNo cross-tenant or cross-client accessDraft the agreement
Describe scope, rate, billing period, milestones, renewal rules and signatory responsibilities.
Retainer360 + Contract360Controlled revisions and delegationIndependent approval
Verify commercial terms, policy, recipient permissions and signed-document provenance.
Maker / checkerSeparation of duties and evidenceRequest & verify funds
Record a funding request and await bank/Accounting360 receipt and reconciliation.
Accounting360 + bank authorityRequested funds are not available fundsDeliver & record work
Capture approved professional time, service milestones and consumption against an authorized engagement.
Professional / engagement teamScope, budget and fee-policy checksReview, reconcile & release
Compare contract, service, client-money and posted-journal evidence; resolve discrepancies first.
Finance / trust officerSigned reconciliation and exception reviewInvoice & inform
Issue statutory invoices and statements only through certified financial services; notify scoped recipients.
Accounting360 + Notification360Tax, FX, recipient and delivery controlsRenew, close & retain
Handle renewals, balances, adjustments, evidence retention and privacy/legal holds under approval.
Operations + records governanceAudit trail and controlled closureWorkflow is the governed solution design. Actual native route execution, bank/provider connections, invoice issuance and client-money movements are not yet certified for production.
Product scope
Eight connected capability families. One controlled retainer lifecycle.
The product scope now extends well beyond recurring fees: it covers contractual evidence, client money, finance, approvals, privacy and role-aware operations.
Retainer & engagement setup
Define client identity, legal entity, contracting scope, currency, fee terms, funding rules and service periods with clear ownership.
Contracts & signed evidence
Prepare drafts and link authoritative agreement records, signed versions and supporting documents using governed Contract360 and DocuSphere360 connections.
Funding, advances & client money
Separate requested, received, reconciled and available balances. Never treat an unverified deposit or payment request as spendable funds.
Time, service & consumption
Track time, milestones, service delivery, agreed limits and fee consumption against the right engagement and approval policy.
Billing & financial reconciliation
Route invoice, credit, fee posting, tax and bank-reconciliation evidence through certified Accounting360 authority—not a duplicate ledger.
Approvals, exceptions & controls
Support maker/checker review, delegated authority, exceptions, reversals, privacy requests, audit history and legal holds.
Statements & client collaboration
Design scoped access to retainers, invoices, receipts, requests and secure documents without exposing other clients or companies.
Guided Experience, AI & integrations
Role-aware next actions, contextual Help & Guide, Support360 escalation and conditional API360/Notification360 workflows with governed release gates.
Trust, finance and compliance
Discuss your governance requirements ↗
Controls built around verifiable authority—not assumptions.
Regulated organizations need to see what is requested, what has been independently authorized, what has actually posted, and who is allowed to act next.
Retainer360's control architecture is intended to support privacy, accounting, audit, contractual and sector-specific obligations without claiming certification before evidence is complete.
- Verified contracts and versionsExecuted terms, approval identity, signing evidence and contract amendments from authoritative connections.
- Protected client moneySeparate client liabilities from revenue; require reconciled bank and posted-accounting evidence before spendable balance or movement.
- Independent maker/checkerPrivileged actions, reversals, grants and settlements require current role scope and independent approval.
- Privacy and evidence lifecycleData minimization, client-level restrictions, retention holds, auditable access and verified notification recipients.
Role-aware operating model
One product, tailored to each person responsible for the outcome.
The R19 source map defines 14 persona models and 38 workspace areas across five portal families. These are planned navigation and policy scopes—not a claim that every workspace is operational in production.
Platform Administration
7 areasPackage governance, catalogues, subscriptions and controlled release operations.
See workspace areas
- Release Gates
- Package Integrity
- Entitlements
- Pricing
- Dependency Health
- Notification Policy
- Audit
Company / tenant
11 areasCommercial retainers, clients, funding, billing and reconciliation operations.
See workspace areas
- Overview
- Retainers
- Clients & Engagements
- Advances & Trust
- Funding
- Billing
- Approvals
- Reconciliation
- Reports
- Audit
- Settings
Professional practice
9 areasClient matters, time, fees, trust controls, approvals and statements.
See workspace areas
- Overview
- Matters & Engagements
- Client Money
- Time & Fees
- Trust Ledger
- Approvals
- Reconciliation
- Statements
- Compliance
Government
6 areasDepartmental contracts, public funding controls, approvals and accountable reporting.
See workspace areas
- Contracts
- Funding Controls
- Departments
- Approvals
- Public Reporting
- Audit
Client self-service
5 areasPrivacy-scoped visibility into retainers, invoices, requests and secure documents.
See workspace areas
- My Retainers
- Statements
- Invoices & Receipts
- Requests
- Secure Documents
Defined role families · Access depends on assignment, tenant scope and entitlements. The API service principal is machine-only.
The Numerish add-on network
Retainers should connect naturally to your existing operational systems.
Retainer360 is designed as an ERP360 add-on, not an orphaned product. Source contracts and shared catalogues establish the integration architecture, while real provider execution is enabled only after separate UAT certification.
ERP360 Identity & Administration360Foundation
Shared tenant/legal-entity/client context, entitlements, scoped access and add-on lifecycle.
Contract360Provider certification pending
Executed agreements, authorised signatories, delegation and binding scope receipts.
DocuSphere360Provider certification pending
Document versions, signed evidence, immutable verification and retention authority.
Accounting360Financial certification pending
Trust and liability posting, reconciliation, statutory invoices and financial reporting.
PricingHub & SubscriptionsUSD catalogue verified; live billing held
Authoritative add-on/expansion pricing, billing terms, FX, taxes, proration and entitlements.
Notification360New delivery workflows gated
Scoped approval, funding, renewal, exception and privacy events across governed channels.
API360 & Integration FabricAPI Book registered; native routes held
Conditional APIs, events, signed webhooks, idempotency and replay protection.
Guided Experience & Support360Help source prepared; live UAT pending
Role-aware help, next-best actions, workflow guidance and support escalation.
Observability, audit & securityCross-service certification pending
Operational telemetry, release records, access trails and independent evidence.
No source-only integration is presented as an independently certified live provider. The central API360 Book currently registers Retainer360 with unavailable native runtime operations.
PricingHub & capacity
Start with an explicit retainer operating capacity. Expand only what you need.
ERP360 PricingHub is the pricing authority. The values below are the currently configured USD catalogue reference—not a checkout offer or a guaranteed tax-inclusive quote.
$49 / month
Or $490/year · Base catalogue price
5 users included1 legal entity included
10 GB storage included10,000 AI credits/month
250 active retainers1,000 milestone/service billings per month
Additional users, legal entities, storage, AI credits, active retainers and billing units have separately governed PricingHub SKUs. The configured 14-day trial does not mean self-service activation is currently available.
Frequently asked questions
Understand the controls before you implement.
Is Retainer360 an independent standalone product?
The current commercial record identifies Retainer360 Enterprise AI as an ERP360 add-on. Acquisition, eligible bundles and entitlements are governed by PricingHub and Administration360; no separate standalone checkout is offered.
Does a funding request create available client money?
No. Requested or unverified amounts must not become available funds. Certified Accounting360 ledger, bank reconciliation and trust controls are required before any permitted financial action.
How does Retainer360 connect to legal and financial systems?
Its solution design uses Contract360 for agreement authority, DocuSphere360 for document evidence and Accounting360 for posted financial outcomes. Each real provider connection must pass independent integration and security certification.
Who can see sensitive client information?
Only a properly entitled, authenticated role with current tenant, legal-entity, client and engagement scope should access the relevant information. The 14 source personas do not automatically create live user assignments.
Can we see a tailored demonstration now?
You can request a tailored enterprise demo. This is not a promise that all Retainer360 workflows are available in production; the demonstration team can identify the present implementation stage and required integration path.
Is there a public trial or checkout?
The pricebook contains a configured 14-day trial, but Retainer360 public checkout and automatic entitlement activation remain disabled pending native release, payment, FX/tax and provider certification.
Retainer360 Enterprise AI
Design a retainer operating model where agreements, work and financial evidence stay connected.
Tell the Numerish team about your service model, jurisdictions, client-money controls and existing systems. Explore the fit before activating regulated workflows.