Retainer admin

Client dashboards

New dashboard

Creates a new client config and shareable link at /c/slug.

Create dashboard

Billing terms

Rize project ID Stripe customer ID Client email (for Documenso signing) Budget bar max hours (visual only) Save terms

Contracts

Upload a PDF — it shows on the client Billing → Agreements tab. Clients can View it in a lightbox or Open ↗ in a new tab.

Upload PDF Label (optional) Upload PDF

E-sign options (optional — Documenso / DocuSeal)

Only needed if you want clients to sign online. For most retainers, uploading a PDF above is enough.

Documenso (esign.lizasem.xyz)

Paste a numeric Document ID from Documenso. The hub polls signing status and auto-saves the signed PDF when complete. Optional webhook: https://retainer-dashboard-hub.vercel.app/api/documenso-webhook

Document ID Label (optional)

Link document Sync status

Advanced: create & send from PDF

PDF to send Or use an already-uploaded PDF — Select uploaded file — Recipient email Label (optional) Send for signature

Or paste DocuSeal / external PDF link

Detected: DocuSeal form — clients will get an embedded signing form.

Link label (optional) Save link

Draft invoice

Creates a Stripe draft with one line item per task (hours × rate). Finalize and send from Stripe when ready.

Billing month Create draft invoice

Invoice history

End of month adjustment

Hourly clients skip floor credit/overage — bill actual hours with the draft invoice above.

Month Preview Apply adjustment