These terms are an agreement between you and the operator of the Retainer service at useretainer.com and app.useretainer.com (“Retainer,” “we,” “us”). We will update this page with a registered legal name when one exists.
By creating an account or using the product, you agree to these terms. If you are using Retainer for a firm, you confirm you can bind that firm. The Privacy Policy explains how we handle information.
1. The service
Retainer is a CRM for independent consultants and small firms. It helps you keep client relationships, pipeline, delivery, time, and invoices in one place, and it surfaces follow-ups from the data you give it.
The product is in beta and is free during beta. Features can change, break, or go away. We may add limits or start charging later. If we do, we will tell you before we bill you — there is no payment collection in the product today.
The marketing site also offers free tools (calculators and generators) that run in your browser. Those tools are starting points, not legal, tax, or financial advice.
2. Your account
You need an account to use the app. Keep your login details safe. You are responsible for activity under your account.
You must be at least 18, and you must give us a real email address you control. Do not share an account. If you think someone else is using yours, tell us at contact@useretainer.com.
3. Your data
You own the content you put in Retainer: clients, contacts, notes, invoices, and everything else you enter or import (“your data”). You grant us a limited licence to host it, process it, and show it back to you so we can provide the product — including sending pieces of it to the providers listed in the Privacy Policy when a feature needs them.
You are responsible for your data. That includes having the right to store other people’s details (clients, colleagues, referral sources) and not uploading anything illegal, malware, or content you do not have rights to.
Invoices in Retainer are records you manage. We do not collect payment from your clients.
4. Google
Connecting Google is optional. If you connect Calendar, you authorize us to read events on the calendar you connect, using the scopes Google shows you at consent. We use that metadata to suggest relationships, record touches, and prompt you after meetings. We do not write to your calendar.
We do not currently access Gmail. A future email feature would require a new consent screen from Google.
Google’s terms also apply to that connection. You can disconnect in settings at any time. Disconnecting does not automatically wipe data we already stored in your Retainer account.
5. AI drafts and notes
Some features send a short prompt to an AI provider (currently Anthropic) so we can structure meeting notes or draft a check-in. Outputs can be wrong, incomplete, or the wrong tone. You review them before you send or rely on them. We do not send email to your contacts for you.
6. Acceptable use
Do not:
- Break the law or these terms.
- Try to access other people’s accounts or data.
- Probe, scan, or disrupt the service, except through a coordinated vulnerability report to contact@useretainer.com.
- Resell or republish the product as your own.
- Use Retainer to send spam, or to store or process data at a scale that is clearly abusive of a beta.
- Reverse engineer the product except where the law allows it.
We can suspend or close an account that breaks this section.
7. Confidentiality
We treat your data as confidential and only use it to provide and improve the service, as described in the Privacy Policy. We do not use your client list for our own marketing.
You agree not to share non-public parts of the product (credentials, unpublished features, other users’ data) with anyone who should not have them.
8. Our intellectual property
Retainer — the software, design, name, and mark — is ours. These terms do not give you ownership of it. You may not copy the product or use our name in a way that suggests we endorse you, except to say you use Retainer.
9. Availability and changes
We aim to keep the service up, but we do not promise uninterrupted or error-free operation. We may change, suspend, or discontinue features, including during beta, without liability to you.
We may update these terms. The date at the top will change. If a change is material, we will email the address on your account when we can. Continued use after the update means you accept the new terms. If you do not, stop using the service and ask us to close the account.
10. Closing an account
You can stop using Retainer at any time. To delete the account and the data in it, email contact@useretainer.com from the address on the account. We can also close an account that is unused for a long time, that violates these terms, or if we shut the service down.
After closure, your licence to use the product ends. Sections that should survive (including 3, 7, 8, 11, and 12) still apply.
11. Disclaimers
Retainer is provided “as is” and “as available.” We do not warrant that it will meet your needs, that nudges or AI output will be accurate, or that the service will be uninterrupted. To the fullest extent the law allows, we disclaim implied warranties of merchantability, fitness for a particular purpose, and non-infringement.
Retainer is a practice tool. It is not legal, accounting, or tax advice, and it is not a substitute for your professional judgment with clients.
12. Liability
We are not liable for lost profits, lost data, lost business, or indirect or consequential damages, even if we were told they were possible.
If we are liable to you anyway, our total liability for all claims arising out of these terms or the service is limited to the greater of (a) the amount you paid us in the 12 months before the claim, or (b) fifty US dollars. During a free beta, (a) is zero.
Some places do not allow these limits. In those places, our liability is limited to the maximum the law allows.
You will cover us for claims that arise from your data, your use of the product, or your breach of these terms, except to the extent we caused the claim.
13. Everything else
These terms are the whole agreement between you and us about Retainer. If a court strikes one part, the rest still applies. If we do not enforce a point once, we can still enforce it later. You cannot assign these terms without our consent; we can assign them if we transfer the service.
We have not named a governing-law country yet. If a dispute cannot be resolved by email, it will be handled in a competent court and we will update this section when a legal entity exists.
14. Contact
See also the Privacy Policy.