Annual Retainer is the shape used where the buyer carries continuous exposure across multiple publishers. A large estate of Oracle, Microsoft, SAP, and Salesforce contracts will produce audit notifications, renewal anchors, contract amendments, and ad-hoc commercial questions every month of the year. A Fixed Fee engagement is the wrong shape for that pattern. A Contingency engagement is the wrong shape for that pattern. A standing advisory function is the right shape.
Under the Retainer, the named senior advisor sits inside the buyer's licensing team. The advisor attends the monthly licensing review, holds the renewal anchor calendar against the publisher landscape, intercepts every audit notification at the forty-eight-hour point, and carries every transmitted position under the firm's two-signature countersignature discipline. The Retainer covers the firm's Audit Defence, Renewal Programme, and Benchmarking at every engagement that arises inside the year. Roughly two out of every ten mandates the firm signs are on the Retainer shape.
What is covered inside the retainer.
Every audit notification across every publisher inside the firm's fourteen practices. Every renewal anchor inside the calendar year and the twelve-month preparation cycle into the following year. Every contract amendment and ordering document review. The full benchmarking library for the buyer's named publishers. The monthly licensing review with the buyer's licensing, procurement, and finance leads. Quarterly partner-level review with the buyer's executive sponsor. Annual baseline reset of every active contract under the named publishers covered by the retainer.
How the return is measured.
The Retainer carries a written return baseline at engagement open: the rolled-forward run-rate of the buyer's named publisher spend, the live audit exposure, and the open renewal cycles. The closing comparables for every engagement closed inside the retainer year are filed into the engagement record. The typical return across the firm's retainer book is five to fifteen times the retainer fee against the documented closing comparables, with the multiple driven by the buyer's audit exposure profile and the renewal anchor density inside the year.
Inside the retainerEight standing services.
Audit notification interception, all publishers
Every audit notification across every publisher inside the firm's fourteen practices is intercepted inside the retainer. Forty-eight hour written response, counter-scope letter on file before any data flows to the publisher, named senior advisor through to closing settlement memorandum. No additional fee for the audit response inside the retainer.
Renewal anchor preparation, all publishers
Every renewal anchor inside the calendar year is prepared under the firm's
Renewal Programme. Twelve-month preparation cycle, discount benchmarks, comparable-deal references, BATNA architecture, pricing letter response, and the close. The renewal calendar is held inside the retainer at the partner level.
Contract amendment and ordering document review
Every contract amendment, every supplemental ordering document, and every hosting addendum that comes into the buyer's licensing team is reviewed inside the retainer. The senior advisor returns a written counter-position before any document is countersigned.
Benchmarking library access
Full access to the firm's
benchmarking library for the buyer's named publishers. Anonymised settlement comparables, discount benchmarks, contract architecture references, and the quarterly intelligence update inside the monthly review.
Monthly licensing review
The named senior advisor attends the buyer's monthly licensing review. The agenda covers live audit cycles, upcoming renewal anchors inside the next ninety days, open contract amendments, and any cross-publisher commercial questions inside the buyer's portfolio.
Quarterly partner-level review
A quarterly review with the buyer's executive sponsor and the firm's managing partner. The agenda covers closing comparables inside the retainer, the buyer's audit exposure profile, the upcoming renewal cycles, and the retainer return baseline measured against the rolled-forward run-rate.
Annual baseline reset, every active contract
Every active contract under the named publishers covered by the retainer is reset against the buyer's deployment data, the rolled-forward run-rate, and the firm's benchmarking library inside the annual review. The baseline reset is signed by the named advisor and the second partner countersigner.
Editorial library and intelligence access
I.
Standing named senior advisor
The named senior advisor on the retainer is named at scope letter and stays for the full retainer year. The advisor attends the monthly licensing review, intercepts every audit notification, and holds the renewal anchor calendar across the buyer's named publishers.
II.
Two signatures on every position
Every written counter-position transmitted under the retainer is signed by the senior advisor and countersigned by a second partner before transmission. The buyer holds two named signatures on every position for the five-year retention period.
III.
No per-engagement uplift
No additional fee is invoiced for any audit notification, any renewal anchor, any contract amendment, or any benchmarking question that arises inside the retainer scope. The retainer is billed quarterly in advance at the band signed at scope letter.
IV.
Annual return review
Every retainer renewal is reviewed against the documented closing comparables for the year against the rolled-forward run-rate baseline at engagement open. The review is signed by the named advisor, the second partner, and the buyer's executive sponsor.
V.
Independence at every line
Admodum is not a partner, reseller, or affiliate of any software vendor. No reseller margin, no referral commission, no audit subcontract from any publisher. The retainer fee is paid by the buyer. It is never paid by the publisher or offset against a vendor relationship.
VI.
Counsel coordination, never displacement
Where any engagement inside the retainer escalates to a legal threshold, the senior advisor coordinates with the buyer's counsel through to legal close. Admodum remains advisory. Counsel remains the legal lead. The two roles are explicitly distinct in the retainer letter.