Every payment request is an opportunity not to get paid.
You're busy, your staff is busy, and your clients are busy. Relying on folks to remember to pay, or to followup when someone forgets is just wasted energy that's better spent serving your client. With ClientRock Sign & Pay, your clients sign up once and are billed automatically. No muss, no fuss.
Don't leave it to chance.
Fee agreements drafted and signed in one click.
You don't need to assemble a document, copy it to your e-sign provider, and then chase down multiple clients to get things signed. Let ClientRock's automations build your fee agreement and get it signed with no headaches.
Auto-generate your fee agreement
Don't spend time copy/pasting into Word or building PDFs to upload into an e-signature provider. ClientRock auto-generates your fee agreement so you can spend more time lawyering.
Smart Merge Fields
Reference clients, addresses, company names and more through simple merge fields in your agreement.
Handle multiple signers with ease. No one is charged and the engagement doesn't start until everyone's had a chance to sign. And we'll remind them for you if they don't get to it right away.
Automate payments and stop chasing clients for overdue invoices.
Do you cringe every time you tell a client to copy their invoice number, go to this URL, paste that invoice number and then enter whatever dollar amount they feel like? Same here. Let ClientRock collect payment information up front and automatically charge your clients on whatever schedule you need. No more chasing clients to pay or jump through hoops to match your billing process. Set it and forget it.
Get paid on your terms
Fixed fee, retainer, payment plan, whatever it is, let ClientRock automate your invocies and collection so you never have to remember to invoice a client again.
Cut out repetitive inquiries
Stop fielding call after call, email after email asking where a client stands with an invoice, when their next bill is due, etc. Your clients now have all of that information at their fingertips, no contact required.
Recover failed payments while you sleep.
Failed payment notifications don't have to be anxiety-inducing. With ClientRock, we'll automatically recover failed payments so you don't have to worry about chasing down clients and awkward conversations about a client's card being declined.
There are dozens of ways a payment could fail and not all of them require human intervention. When that happens, ClientRock will automatically retry those payments that may resolve on their own.
Automated Recovery Campaigns
When a client needs to provide new payment details, we'll automatically reach out to them on your behalf and give them a simple one click option to update their payment method. Super easy.
“Client Rock has cut my admin time by over 95%!
It replaced our overhead expenses for Acuity and DocuSign and has amazing automation that saves me valuable time doing tedious, repetitive tasks. Great product! Great support!”
ClientRock works with the tools you already use...
Ready to dive in?
Start your 7-day free trial today.
Frequently asked questions
- Do I need to have a case management provider?
Nope. We sit on top of the most popular case management solutions and can create matters for you if you wish. But we also have firms that really only uses case management for client-facing activities like billing, file sharing and communication. They found that as they used their case management solution less and less that they were able to save hundreds per month by just using ClientRock.
- Do you support retainer billing?
Yes, while we don't specifically manage your trust-accounting, ClientRock allows you to fill and re-fill your trust accounts with easy automated payment plans.
- So can I get rid of Docusign, Dropbox, etc?
Insofar as you are using those solutions for client-signing activities, yes. We believe a client should only have to go to one place to interact with their lawyer and that tool fatigue leads to poor client experiences and lower referral rates.
- Does the ClientRock Sign & Pay include ClientRock Consult, or is it a separate price?
Consult and Sign & Pay are separate products, but you can generate fee agreements directly from your consultations when you have both.
- I have other questions, how can I get them answered?
You can always reach us at firstname.lastname@example.org.