Scope, fee and signature in one step
One document instead of a proposal, a costs agreement and a separate signing tool. Made for commercial firms pricing matters up front rather than by the hour.
4.6 out of 5 from 933 G2 reviews
Top-rated by customers on G2
Open the matter in a single acceptance
The proposal and the agreement in one step
Scope, fee basis and the place to accept sit in the same document, so the client agrees once rather than signing again a week later.
A fee basis clients can read
In-house teams increasingly want a scoped price before they instruct. Setting the fee basis out clearly does you as much good as it does them.
One document across the firm
Every lateral and every merger brings another set of precedents. Publish one template and the firm sends from it, wherever the client came in.
How the document works
Proposal and agreement in one step
Scope, fee basis, estimate and the place to accept sit in the same page. The client agrees once, rather than picking an option by email and signing a separate agreement a week later.
Fee options appear as choices the client makes, so what they accepted is on the record.
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A dated record on the matter file
On acceptance the page locks and cannot be reversed, deleted or edited. The audit trail records the acceptor's name, email and company, with the timestamp.
Download it as PDF or JSON and put it on the matter file where it belongs.
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Know when it has been read
An engagement document often goes to a general counsel, a founder or a board before anyone replies.
Qwilr emails you the first time a client opens the page, and section-level read time shows whether they reached the estimate. An identification step, available from Growth, tells you which of them is reviewing it, so the partner follows up with the person who has the question.
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Terms that stay as the firm set them
Templates are managed from the Templates Dashboard, which only account admins can reach. Lock the blocks carrying your terms of business and your limitation of liability, and anyone at the firm can use them while only an admin can change the wording.
Block-level permissions sit on the Scale plan. Scope and the estimate stay open, because that is the lawyer's judgment.
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Two documents became one acceptance
Law Squared is a commercial firm working across Australia and the UK. Their old process ran a scoping call, a proposal built in Word and InDesign, a selection by email reply, a conversion into a costs agreement, then AdobeSign or PandaDoc before the firm itself signed.
With Qwilr and their Salesforce integration, the proposal and the agreement became a single step. They now have at least ten to fifteen proposals accepted every week, and a signed proposal activates the new client in Salesforce without anyone touching it.
“It's been a game changer for us…and within the legal community, which relies heavily on Word documents, it's been really well received.”
Nam Truong, Digital + Innovation, Law Squared
Read the Law Squared story
What goes, and what stays
Nobody wants a fifth system, and practice management is not one of the things this replaces.
Questions law firms ask
It produces the document a firm sends as a matter opens: scope, fee basis, estimate and terms, with acceptance inside the document rather than in a separate signing tool.
What the document is called depends where you practise. Engagement letter or fee agreement in the United States, client care letter in England and Wales, costs agreement in Australia. The job is the same one.
What separates it from a document tool is what happens at acceptance. The page locks, and the audit trail records who accepted and when.
Yes, and the acceptance is recorded rather than implied.
The client accepts in the page. Qwilr's e-signature meets the requirements of Australian law, which align with the basic requirements of the E-SIGN Act and UETA in the United States and are recognised in the United Kingdom, Canada and a number of other countries. Once accepted, a page cannot be reversed, deleted or edited, and the audit trail carries the acceptor's name, email and company, the timestamp, and the IP address of the first visit to the page.
Whether electronic acceptance suits a given matter type, and how e-signature law applies where you practise, is a judgment for your firm rather than for us.
Not natively. The native integrations are CRMs: HubSpot, Pipedrive and Zoho CRM from Starter, Microsoft Dynamics on Growth and Salesforce on Scale.
Practice management systems connect through the open API, which means somebody has to build it. Law Squared runs the Salesforce integration rather than a practice management connection, and activates a new client automatically once a proposal is accepted.
Name your system on the first call and we will scope what the connection involves.
Yes, and the control is the gateway rather than a setting on the page.
A page can only take a card if a Stripe gateway is connected to the account, and only an account admin can connect one. With no gateway connected, no page in the workspace can take money, whatever anyone adds to it. That is the setting most firms want.
If you do connect one, it pays into that Stripe account and Stripe takes its fee before payout. Nominate an office or operating account. Money held on account of costs belongs with your trust accounting, which sits entirely outside this.
One thing worth knowing before you decide: once a gateway is connected, adding a payment element to a page is not restricted by role.