DocHub Retainer Fit Matrix

The DocHub Retainer Fit Matrix helps agencies decide which clients justify a monthly document management retainer. DocHub's free tier allows only 3 uses per month, while the Basic plan at $8 per user per month includes unlimited PDF downloads, self-signing, and templates. For a marketing agency serving real estate clients, a retainer makes sense when a client processes more than 20 documents monthly, such as listing agreements and disclosure forms. The agency can bundle DocHub setup, template creation, and workflow configuration into a $1,800 one-time onboarding fee, then charge a monthly retainer for ongoing template updates and signature routing. Clients with low document volume, under 5 per month, are better served by the free tier, avoiding retainer overhead. This matrix prevents agencies from underpricing or overcomplicating document services for small clients.