Primary account in active delivery
Creare Capital Lending
A custom internal operations platform engagement focused on replacing generic tooling with workflows tailored to Creare Capital Lending's lending lifecycle, internal servicing needs, and reporting operations.
Monthly Value
$4,500
Current recurring retainer
Next Payment Due
Apr 15
Invoice #CCL-2026-04
Lifetime Revenue
$13,500
Collected from 3 paid invoices
Client profile
The at-a-glance record for servicing and billing.
Days Until Next Due
7
Time left to collect current invoice
Open Deliverables
3
Items still active in the current sprint
Project Age
3 mo
Client since Jan 12, 2026
Outstanding Balance
$4,500
One open invoice pending payment
Project scope
What this client engagement currently covers.
Phase 1 active
Deadlines and milestones
Upcoming commitments we should not miss.
Billing history
Revenue already collected and what is still outstanding.
Monthly retainer
Account to-do list
Persistent checklist for this client record.
0 complete
Relationship notes
Live notes for context, risks, and next conversations.
Autosaved