The client portal built
for professional firms
Documents · E-signatures · Time tracking · Invoicing · Client portal. All in one platform — for $29/month flat.
💸 Replace 4 tools. Save $200+ per month.
$29/month after trial · Cancel anytime · No setup fees · GDPR compliant
Sound familiar?
These are the problems firms tell us they had before FirmFlow
Chasing clients for signatures over email and WhatsApp
Documents lost in email chains. Nobody knows the latest version.
Paying $50+/user for DocuSign AND $30/user for ShareFile separately
Manually tracking billable hours in spreadsheets
Clients calling to ask "where is my invoice?" or "did you get my payment?"
Emailing sensitive financial documents with no audit trail
✅ FirmFlow solves all of these — in one platform for $29/month
Up and running in 20 minutes
No training needed. No IT department. Just sign up and go.
Create your firm
Sign up and set up your firm workspace in under 2 minutes.
Invite your clients
Clients get a branded portal. No app download needed.
Upload & sign
Share documents, request signatures, track everything.
Get paid faster
Invoice clients and accept online payments automatically.
Everything your firm needs
Built specifically for accounting, legal and consulting firms
Document management
Upload, organize and share client documents. Track who viewed what and when with a full audit trail.
Draw-to-sign e-signatures
Legally binding signatures with full audit trail, timestamp, IP address logging and completion certificate.
Time tracking & billing
Log billable hours per engagement automatically. Generate professional invoices in one click.
Branded client portal
Clients get their own branded portal to view documents, sign, message and pay invoices.
Analytics & reporting
Revenue trends, signature completion rates, team utilization and client activity — all in one dashboard.
AI assistant
Ask questions about your firm in plain English. Get instant answers powered by Claude AI.
Automated emails
Automatic notifications when documents are shared, signatures requested, or invoices issued.
Enterprise security
Row-level data isolation ensures clients never see other firms' data. SOC 2 compliant infrastructure.
Command palette
Navigate your entire workspace with keyboard shortcuts. Built for power users.
Save $200+/month vs. using separate tools
Clio charges $49-$149 per user. DocuSign charges per envelope. FirmFlow is $29/month flat.
Loved by professional firms
Real feedback from accounting, legal and consulting firms
"We replaced ShareFile and DocuSign with FirmFlow and saved over $220/month. Setup took 20 minutes. Our clients love the portal."
Sarah M.
Partner · Accounting firm
🇬🇧 United Kingdom
"Our clients can now sign documents and pay invoices without calling us. It has genuinely changed how we work. Worth every penny."
James T.
Managing Partner · Law firm
🇺🇸 United States
"The time tracking alone paid for the subscription in the first week. Then we discovered the client portal and never looked back."
Lisa K.
Director · Consulting firm
🇦🇺 Australia
Simple, transparent pricing
No per-user fees. No hidden costs. No contracts. Cancel anytime.
Starter
Perfect for small firms
Flat price — not per user!
14 days free · No card needed
Pro
For growing firms
Flat price — not per user!
14 days free · No card needed
Need more? Contact us for Enterprise pricing →
Frequently asked questions
Is FirmFlow really $29/month with no per-user fees?
Yes! Unlike Clio ($49-$149/user/month) or DocuSign (per envelope), FirmFlow charges a flat monthly fee. Your whole team uses it for one price.
Is it legally binding for e-signatures?
Yes. FirmFlow uses a draw-to-sign system with full audit trail including timestamp, IP address, device information and signer identity. This meets legal requirements in the US, UK, Canada, Australia and EU.
Can my clients use it without creating an account?
Clients get their own branded portal to view documents, sign and pay. They log in with just their email — no extra software needed.
How does the 14-day trial work?
Sign up with no credit card. You get full access to all features for 14 days. At the end, choose the Starter or Pro plan. If you cancel, no charge.
Is my data secure?
Yes. Each firm's data is completely isolated from other firms. We use row-level security in our database, encrypted file storage, and SOC 2 compliant infrastructure.
Can I import data from Clio or ShareFile?
Yes. You can upload documents directly and invite existing clients. Most firms are fully set up within 20 minutes.
Ready to transform
your firm?
Join accounting, legal and consulting firms in the US, UK, Canada and Australia. Start your free 14-day trial today.
Start free trial — no credit card needed →$29/month after trial · Cancel anytime · Setup in 20 minutes