Fast track your firm’s efficiency and profitability

Fast track your revenue with branded online proposals that are quick to prepare, easy for clients to sign, and make the right first impression. 

Reduce business risk and engage every client on clear terms with templated engagement letters that save you and your staff time.

Make it easy to pay and get paid by collecting client payment details upfront in proposals, and automating invoicing and fee collection as soon as they’ve signed.

Manage client billing in one place, whether it's hourly or recurring fixed fee billing. Automate billing to set and forget, and easily bill for work that’s out of scope.

Automate time-consuming processes, from invoicing to client onboarding, with accounting, practice management and business app integrations that save countless hours.

Feel confident your business is on the right track with full visibility of your sales pipeline, upcoming client payments, and projected revenue in one place.