Retainers

Retainer Management

Per-client balances, usage and renewal windows.

Strategic client

Renews Q4

Meridian Holdings PLC

Opening

$412,000

Used

$288,400

Remaining

$123,600

Linked matters: 4

Enterprise client

Renews Q4

Nordic Shipping AS

Opening

$288,000

Used

$172,800

Remaining

$115,200

Linked matters: 3

Strategic client

Renews Q4

Vertex Biotech Ltd

Opening

$195,000

Used

$97,500

Remaining

$97,500

Linked matters: 2

Growth client

Renews Q4

Lagos Bay Estates

Opening

$142,000

Used

$113,600

Remaining

$28,400

Linked matters: 5

Enterprise client

Renews Q4

Kestrel Insurance

Opening

$508,000

Used

$457,200

Remaining

$50,800

Linked matters: 6

Growth client

Renews Q4

Halcyon Partners

Opening

$96,000

Used

$48,000

Remaining

$48,000

Linked matters: 2

Retainer burn-down · Meridian Holdings (last 8 weeks)

Retainer management

Ashworth & Vance LLP · live demonstration data

Retainers under management

▲ 12.0%

Total held

$2.86M

▲ 10.1%

Consumed MTD

$418K

▼ 8.2%

Below 50%

▲ 13.3%watchlist

Awaiting renewal

▲ 4.4%$740K

Avg weeks remaining

7.4

▼ 14.5%

Composition analysis

Retainer consumption breakdown

Source	Amount	Share	MoM
Lawyer time	$214.0K	51%	+1.0%
Paralegal time	$68.0K	16%	+2.1%
Court costs	$42.0K	10%	-3.2%
External counsel	$51.0K	12%	+4.3%
Research	$18.0K	4%	+5.4%
Disbursements	$15.4K	4%	-6.5%
Administrative charges	$9.6K	2%	+7.6%

Highest contributor: Lawyer time · $214.0K

Trend intelligence

12-week retainer balance forecast

Meridian HoldingsKestrel InsuranceNordic ShippingRenewal thresholdUnit: $K

Portfolio value by retainer status

HealthyWatchLowCriticalAwaiting renewalStacked · unit $K

Operational register

Client retainer register

Client	Matters	Opening	Used	Remaining	Usage	Weekly burn	Depletion	Renewal	Partner	Status
Meridian Holdings PLC	1	$426.0K	$119.3K	$306.7K	28%	$28.0K	67 Aug	Q1 renewal	J. Hollis KC	Healthy
Nordic Shipping AS	2	$367.0K	$143.1K	$223.9K	39%	$39.0K	25 Aug	Q2 renewal	T. Morgan	Healthy
Vertex Biotech Ltd	3	$327.0K	$163.5K	$163.5K	50%	$15.0K	72 Aug	Q3 renewal	S. Ravel	Healthy
Lagos Bay Estates	4	$450.0K	$274.5K	$175.5K	61%	$42.0K	23 Aug	Q4 renewal	M. Chen	Low
Kestrel Insurance	1	$195.0K	$140.4K	$54.6K	72%	$14.0K	67 Aug	Q1 renewal	P. Adeyemi	Low
Halcyon Partners	2	$480.0K	$398.4K	$81.6K	83%	$39.0K	46 Aug	Q2 renewal	A. Okafor	Critical
Orion Media Group	3	$188.0K	$52.6K	$135.4K	28%	$27.0K	54 Aug	Q3 renewal	E. Cole	Healthy
Ashborn Family Trust	4	$453.0K	$176.7K	$276.3K	39%	$32.0K	62 Aug	Q4 renewal	L. Ibarra	Healthy
Blake Industrial GmbH	1	$321.0K	$160.5K	$160.5K	50%	$37.0K	34 Aug	Q1 renewal	R. Fenwick	Healthy

9 of 9 records

Detail panel

Selected retainer intelligence · Meridian Holdings PLC (M-2041)

Opening amount

$420.0K

Top-ups

$120.0K

2 approved

Fees consumed

$286.4K

Expenses consumed

$41.2K

Filing costs

$18.6K

Refunds

Remaining balance

$193.8K

Reserved

$46.0K

committed work

Available

$147.8K

Exceptions and risk

Exception queue and recommended actions

3 open

Below minimum balance

Kestrel Insurance · floor $50K

$12.1K

Auto top-up disabled

Orion Media Group

$0 buffer

Unapproved deduction

M-2016 · missing partner sign-off

$8.4K

Audit and history

Every financial change is captured with user, timestamp, value movement and audit reference

Recent activity

Payment posted01 Jul · 10:10
N. Salim·Meridian Holdings PLC · M-2041·$75.0K·AUD-7700
Invoice edited02 Jul · 11:11
A. Okafor·Nordic Shipping AS · M-2035·$61.0K·AUD-7701
Credit note approved03 Jul · 12:12
D. Feld·Vertex Biotech Ltd · M-2024·$52.0K·AUD-7702
Retainer adjusted04 Jul · 13:13
J. Hollis KC·Lagos Bay Estates · M-2029·$81.0K·AUD-7703
Trust transfer completed05 Jul · 14:14
N. Salim·Kestrel Insurance · M-2007·$21.0K·AUD-7704
Expense approved06 Jul · 15:15
A. Okafor·Halcyon Partners · M-2011·$88.0K·AUD-7705
Tax report exported07 Jul · 16:16
D. Feld·Orion Media Group · M-2016·$19.0K·AUD-7706