Payments and signing

Paying an invoice

Invoices appear in your portal and arrive by email. Payment is by card, through a secure Stripe checkout — pay from the invoice email or from the Invoices page in the portal. The receipt is emailed to you, and the invoice shows as paid in the portal right away.

Signing the engagement letter

The engagement letter — the agreement that engages the firm — is signed electronically. You'll receive a signing invitation by email and can sign on any device. Once everyone has signed, the executed copy is stored with your matter and available in your Documents.

Signing your estate documents

Wills, trusts, powers of attorney, and healthcare directives are signed in person, with the witnessing and notarization the law requires. When your documents are ready, the firm sends you a booking link to choose a time for the signing ceremony that works for you — it books directly against your attorney's calendar, and you'll get a confirmation by email.