FirmOps · Intake
Sign + pay
Retainer signing and payment — one link, not three
Every extra link is a drop-off point. Sign, pay, and intake belong in the same client session so a signed lead does not die between DocuSign and Stripe.
Why separate links fail
Clients sign in one tool, pay in another email, then abandon the form. Staff chase each step manually while the lead cools off.
One session, three steps
The client moves sign → pay → intake without leaving the page. Mobile-friendly, no account required.
- Engagement letter templates per practice area
- Payment status visible to intake staff immediately
- Unsigned or unpaid sessions stay in an actionable queue
- Webhook handoff toward the case system
Deployed and supported
Templates, the client path, and fee-structure updates sit with the operator — not a weekend project for your office manager.
Behind the Managed Firm Brain
We also run the public site and intake when you want one operator. Sign-and-pay is one surface the firm brain can run — not a standalone product door. Book a 30-minute live demo to see the brain against a real intake bottleneck.
Request demo
Bring one bottleneck. We will show how a Managed Firm Brain would handle it — and what stays human.
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