Professional Services Hub
Retainers
Client retainer balances with usage depletion, renewal dates, and low-balance alerts for accounts receivable.
Retainers
12
On Deposit
$0.72M
Utilization
63%
Needs Attention
3
| ID | Client | Matter | Opening | Used | Remaining | Renewal | Status |
|---|---|---|---|---|---|---|---|
| RET-2024-011 | Harborline Logistics | MTR-24-0118 | $250,000 | $168,400 | $81,600 | 2026-07-15 | Active |
| RET-2024-012 | Meridian Biotech | MTR-24-0119 | $80,000 | $38,200 | $41,800 | 2026-09-01 | Active |
| RET-2024-013 | Sable Insurance | MTR-24-0120 | $400,000 | $242,800 | $157,200 | 2026-08-30 | Active |
| RET-2024-014 | Northwind Energy | MTR-24-0121 | $150,000 | $142,600 | $7,400 | 2026-05-10 | Low Balance |
| RET-2024-015 | Cascade Fintech | MTR-24-0122 | $90,000 | $32,400 | $57,600 | 2026-10-12 | Active |
| RET-2024-016 | Clarendon Legal Co-Counsel | MTR-24-0123 | $180,000 | $86,200 | $93,800 | 2026-06-22 | Active |
| RET-2024-017 | Fjord Robotics | MTR-24-0124 | $320,000 | $124,800 | $195,200 | 2026-11-04 | Active |
| RET-2024-018 | Brightpath Schools | MTR-24-0125 | $40,000 | $19,600 | $20,400 | 2026-05-02 | Renewing |
| RET-2024-019 | Stanton Marketing | MTR-24-0126 | $220,000 | $198,400 | $21,600 | 2026-04-28 | Low Balance |
| RET-2024-020 | Orbital Mobility | MTR-24-0127 | $60,000 | $24,200 | $35,800 | 2026-08-18 | Active |
| RET-2023-044 | Lumen Analytics | MTR-23-0094 | $100,000 | $98,400 | $1,600 | 2026-02-28 | Expired |
| RET-2023-045 | Redwood HR Partners | MTR-23-0087 | $65,000 | $62,800 | $2,200 | 2026-03-15 | Expired |