FirmOps · Intake & portal
Sign + pay
Retainer signing and payment — one link, not three
Every extra link is a drop-off point. FirmOps embeds e-sign and payment in the same session as your intake forms 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
FirmOps configures templates, tests the client path, and updates them when your fee structure changes — not a weekend project for your office manager.
See it on a 15-minute live demo
Bring one bottleneck. We will map where the firm brain, marketing, or intake layer fits — and what stays human.
Book a 15-minute live demo