Capture engagement terms before work begins
Capture engagement terms post-intake: scope, fees, deadlines — archive the signed receipt as the record.
Legal intake creates binding expectations that live in email and voicemail. When expectations diverge, the firm bears the risk. ClarAccord captures engagement terms post-intake as a signed receipt. Scope, fees, deadlines — all confirmed by the client with a one-time code before work begins.
Built for how Legal & Intake work
Four use cases. One workflow. Call → Receipt → Sign-off.
Engagement pre-approval
Document scope, fees, and timelines as a signed receipt before the engagement letter is drafted.
Scope-change sign-off
When engagement scope shifts, document the change and get client approval instantly.
Fee acknowledgment
Clients confirm fee structures and billing terms with a one-time code — no ambiguity.
Consultation docs
Turn WhatsApp or voice consultations into structured, signed records for the file.
Three steps. Two minutes.
Intake complete
Finish client intake by call, meeting, or WhatsApp with aligned expectations.
Draft the receipt
ClarAccord structures scope, fees, and deadlines into a receipt in under 90 seconds.
Client confirms
The client signs with a one-time code. The receipt becomes your binding record.
Stop losing deals to ambiguity.
Your first receipt is free. No credit card required.
Get your clients aligned before the project starts. Not after it explodes.