Onboard your next client from one link: engagement letter signed, invoice paid. Without running a whole practice-management suite to do it.
Get the free Client-Onboarding Checklist, and a founding spot. No card, no spam.
Start from your own engagement letter, editable and reusable for every client.
One link. A signature with a timestamped audit trail, valid under ESIGN and UETA.
The invoice sends on signature and collects payment. Reminders go out on their own.
Rewrite the letter, email it, chase the signature, remember to invoice, then chase the payment. The all-in-one suites fix it, if you will pay per seat, sign an annual contract, and spend a weekend learning them.
Engagement letter #10. The same document, rebuilt by hand for every single client.
Signatures that stall. Work starts before the letter is signed, and the liability sits with you.
Invoices sent late, paid later. The billing step is an afterthought, so the cash comes slowly.
Suites built for teams. Per-seat pricing and twenty modules you will never use, to send one letter.
Bring your own attorney or insurer-approved letter, then reuse it in a click. Editable starting points, not legal advice.
Your client signs from a single link, with a timestamped audit trail. No account for them to create.
The moment the letter is signed, the invoice sends and collects payment through Stripe.
Gentle reminders go out automatically until the invoice is paid, so you never chase again.
Flat. Every person in your firm is included. You are never punished for growing.
Month to month, cancel anytime, and export your data in one click whenever you want.
Onboarding a client should feel lighter, not like another system to learn. If it does not, you should not pay for it.
Every user in your firm is included. No per-seat pricing, no annual contract. FirmForms is being built now, and founding firms lock in $79 a month for as long as they stay, and get direct input on what we build first.
Your Client-Onboarding Checklist is ready to download.
Download the checklist