Situation
Client retainers, freelancer agreements and a stack of subscriptions, all renewing on their own schedules. The person who signed a tool is often not the person who still uses it.
Examples
Agencies and consultancies
How the register is set up
One organization, members per team lead. Retainers and subscriptions are separate tracked items, each with an internal owner and the client it belongs to in the notes.
What changes day to day
Renewals surface a quarter ahead, so a retainer conversation happens before the term rolls and unused tools are cut before the annual charge.
Limitations
PactOrbit does not read your billing or project systems; retainer values are recorded by hand or imported by CSV.
Illustrative example. Not a real customer or contract.