May 3, 2026 · Automation Guide
Automate Retainer Agreements: Send Recurring Contracts via API
Agencies, law firms, and consultants spend hours every month on retainer paperwork. Here's how to automate the entire flow — generate, send, sign, archive — with one API call on a cron job.
Founder, Signbee
TL;DR
Put retainer agreements on autopilot. Write a retainer template, run a cron job on the 1st of each month, and the API sends the agreement for e-signature. Clients sign on their phone, you get a SHA-256 certified PDF in your archive. Zero manual work after setup.
Who needs automated retainers?
| Industry | Retainer type | Typical frequency |
|---|---|---|
| Marketing agencies | Monthly service retainer | Monthly |
| Law firms | Legal retainer / engagement | Quarterly / Annual |
| IT consultants | Managed services agreement | Monthly |
| Design studios | Creative retainer | Monthly |
| Bookkeepers / CPAs | Accounting services retainer | Annual |
Retainer agreement template
# Monthly Retainer Agreement
**Provider:** ${agency.name}
**Client:** ${client.name}
**Period:** ${monthName} ${year}
**Retainer Fee:** ${client.monthlyFee}
## Scope of Services
During the retainer period, Provider will deliver:
${client.services.map(s => "- " + s).join("\n")}
## Hours and Availability
This retainer includes up to ${client.hours} hours
of service per month. Unused hours do not roll over.
Additional hours billed at ${client.hourlyRate}/hour.
## Payment Terms
Retainer fee is due within 14 days of signing.
Late payments subject to 1.5% monthly interest.
## Term and Renewal
This agreement covers ${monthName} ${year}.
A new agreement will be sent for the following period.
## Confidentiality
Both parties agree to maintain confidentiality
of proprietary information shared during the
engagement. See our standard
[NDA terms](/blog/automate-nda-signing-api) for details.
By signing, both parties agree to the terms above.Automate with a cron job
// Run via cron: 0 9 1 * * (1st of month, 9 AM)
async function sendMonthlyRetainers() {
const clients = await db.client.findMany({
where: { status: "ACTIVE", retainerActive: true },
});
for (const client of clients) {
const retainer = generateRetainer(client);
await fetch("https://signb.ee/api/v1/send", {
method: "POST",
headers: {
"Content-Type": "application/json",
"Authorization": "Bearer " + process.env.SIGNBEE_API_KEY,
},
body: JSON.stringify({
markdown: retainer,
recipient_name: client.contactName,
recipient_email: client.contactEmail,
}),
});
console.log(`Retainer sent to ${client.name}`);
}
}Frequently Asked Questions
Can retainer agreements be signed electronically?
Yes — fully valid under ESIGN, eIDAS, and ECA. E-signed retainers have better evidence than paper because of the audit trail.
How much does automating retainers cost?
With Signbee: $0.50 per retainer. An agency with 20 clients sending monthly retainers pays $10/month. Compare that to the $25/doc enterprise alternatives.
Automate retainers — $0.50/agreement, SHA-256 certified.
Last updated: May 3, 2026 · Michael Beckett is the founder of Signbee and B2bee Ltd.