PI Retainer Calculator


The PI Retainer Calculator is a customized Excel Spreadsheet that will help you establish a FULL price retainer to quote to your clients for every case, thus allowing you to get a 100% retainer up front and avoid to overrun charges, invoicing, and collection fees.


The PI Retainer Calculator was designed to aid you in establishing how much a case should cost and what level of retainer you should obtain from the client. The primary assumed goal is to get a 100% retainer up front, thus avoiding having to invoice and collect fees.

This calculator considers the field time, travel time, mileage estimate per investigator, an estimated time for video editing and report writing, and case management time. In many PI firms, there is some level of this type of office work, but it is easy not to calculate it into your retainers’ fees upfront.

This calculator also gives you pricing for 2 and 3 investigators per case and the ability to discount for additional investigators and up to 4 scenario options providing you with a large variety of options to present to your client.

* The PI Retainer Calculator is a downloadable spreadsheet made in Microsoft Excel 365 and intended for use in Excel or other spreadsheet programs that support all Microsoft Excel 365 formatting and calculations. It is incumbent on the purchaser to ensure that the software the purchaser has will support this spreadsheet.

While EVCO LLC makes every effort to deliver high-quality products, we do not guarantee that our products are defect-free. This spreadsheet is provided “as is,” and you use this spreadsheet at your own risk.
We make no warranties as to performance, merchantability, fitness for a particular purpose, or any other warranties, whether expressed or implied.

No oral or written communication from or information provided by EVCO LLC shall create a warranty.

Under no circumstances shall EVCO LLC or any of its agents, employees, officers, owners, or other associates be liable for direct, indirect, special, incidental, or consequential damages resulting from the use, misuse, or inability to use this spreadsheet, even if EVCO LLC has been advised of the possibility of such damages.

Purchase of this Retainer Calculator is for use by a single entity or individual. This License is not transferable.

EVCO LLC retains full Intellectual Property Rights.


Information provided on this website is for general informational purposes only. We make no warranties about the information's accuracy, completeness, or reliability. Any reliance you place on this information is at your own risk. We are not liable for any loss or damage incurred by using this post's information. Links to other websites are provided for convenience and do not imply endorsement. Information on this website is not a substitute for professional advice. It is recommended to consult with a qualified professional before making any decisions.


Copyright © EVCO LLC. All Rights Reserved. All content on this website, including text, graphics, logos, images, and software, is the property of EVCO LLC or its content suppliers and protected by United States and international copyright laws. No part of this website or its contents may be reproduced, copied, modified, or adapted without express written consent from EVCO LLC. Permission to use content is granted on a case-by-case basis.

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