Prepare, send, and track agreements across the client lifecycle.
FIRMA Contracts keeps agreements inside the same client record as proposals, invoices, and the portal. You prepare, send, and track signature status with version history and operational reminders, instead of chasing documents across email.
Build an agreement from a client record and send it for signature through a supported e-signature flow.
Track revisions so the current terms and the signing history are both clear.
See what is sent, viewed, and signed, with operational reminders for what still needs attention.
Find agreements by client, status, or date, and sort to surface the contracts waiting on a signature.
A signed contract links forward to onboarding, invoices, and the client portal without retyping the client.
Signature and lifecycle states reflect current state on load.
Agreements are issued under the right entity and counterparty. Each entity keeps its own contract history while you manage them from one login.
Yes. Contracts can be sent for signature and tracked through to completion as part of the client lifecycle.
On the client record, linked to the related proposal, invoices, documents, and portal view.
Build proposals that can become contracts, invoices, onboarding tasks, and follow-up work without retyping the client record.
Create, send, track, and connect invoices to payments, contracts, clients, and ledger review.
Give clients one place for invoices, documents, agreement status, messages, and project context.