Retainer Policy

Versioned engagement-scoped rules for periods, rollover, overburn, discounts, and related commercial behavior.

Reviewed: July 2026
Current state: Retainer policies and calculations exist, with maturity varying by rule and reconciliation path.

Owning boundary: Retainer OS
Not equivalent to: Canonical Invoice Fact · Accounting Policy
Verified identifiers: Engagement and policy-version references

A Retainer Policy defines engagement-scoped commercial rules such as periods, rollover, negative carry, overburn, and approved discounts. It is versioned so historical calculations remain explainable.

Related guidance

What is the relationship between Ledger, Kernel, and Retainer OS?

Financial Projection

Billing Summary

Snapshot