215. Meet Retainly: The Simple CRM I Built for Service-Based Business Owners

It’s finally time to talk about Retainly! 🎉I’ve been building this platform behind the scenes for nearly two years, and after slowly teasing it across TLP, Instagram, TikTok, and our community, I’m finally giving you the FULL story—where Retainly came from, what it actually does, why I built it, and what makes it different from other CRMs.Retainly is intentionally simple. It’s built around the core things service-based business owners need every day: proposals, contracts, invoicing, and client + project management.Here’s what I cover:Why my own experience as a photographer, attorney, and business owner led me to build Retainly.How Retainly takes you from proposal → contract → invoice without piecing together a million different platforms.Why the contract experience is at the center of Retainly and how your purchased TLP contracts integrate directly into the platform.What changed with the launch of Retainly 2.0 + how the new Refer and Earn program works.Where Retainly is headed next, including project files, statuses and tags, scheduling features, and more.This has been one of the biggest projects of my adult life, and I’m SO excited to finally share it with you. Retainly is user-led, community-backed, and we’re just getting started.Get Retainly:👉 Try Retainly free for 30 days at getretainly.com.Use code THELEGALPAIGE for founding member pricing mentioned in this episode: $15/month or $155/year.Retainly Support + White Glove Onboarding: [email protected] Links and Resources:Need 1:1 legal support for your business? https://griffithsuazolaw.com/  Join the TLP Facebook Community, a safe space to ask any questions related to the law or your business: https://tlpfacebook.com/ Visit The Legal Paige for contract templates, blogs, and additional legal resources: https://thelegalpaige.com/ Follow me on Instagram: instragram.com/thelegalpaige