Questions law firms ask about QuoteCloud

QuoteCloud is document, quoting and eSignature software. Law firms use it to send costs agreements, engagement letters and fixed-fee packages from their own templates, with scope and standard terms from a content library, fees and disbursements in a price table, signatures from every party and a payment on signing. It is not practice-management or trust accounting software, and it gives no legal advice.

QuoteCloud sets out and records what you write: your disclosure wording, fees, estimates, disbursements and every party's signature, with a certificate and audit trail. Whether a document meets your jurisdiction's costs disclosure rules depends on its content, which your firm decides. Keep approved wording in locked library blocks (Business) so every agreement starts from it.

Yes. A price table can hold fixed-fee lines, estimates, work charged at hourly rates and disbursements at cost as their own group, with group subtotals and tax on the fees (sales tax, VAT or GST as set on your account). Optional work, such as an owners' association records review, can be a line the client ticks. Price tables are on Essentials and above.

Yes, as content in the agreement: each stage's estimate with its low and high figures, the stage being agreed marked, and later stages disclosed as estimates only. Before a later stage starts, you send a revised agreement or a new document for the client to sign. QuoteCloud doesn't track time against the estimate.

QuoteCloud's library has agreement templates, such as a non-disclosure agreement, a will and an asset purchase agreement, but no law-firm costs agreement or engagement letter template. Your firm builds its own from its precedents, and QuoteCloud converts one free during the trial on Essentials, Business and Enterprise.

Set the amount as a percentage of the total or a fixed figure, or ask for the full fee. The client pays through Stripe or PayPal straight after signing, and the document is marked Paid. Payments go to the Stripe or PayPal account your firm connects. Payments need the Essentials plan or above.

QuoteCloud does not operate a trust account. Payments go to the Stripe or PayPal account your firm connects, and QuoteCloud doesn't reconcile trust records. Money received for costs not yet incurred may count as trust money under your rules, so check your own trust-money rules before you take a payment on signing.

No. QuoteCloud takes one payment when the client signs: a percentage, a fixed amount or the full fee. It doesn't issue later bills, run instalments, send payment reminders or bill on a schedule. Your later invoices go out from your practice or accounting system as they do now.

Yes. Each team in QuoteCloud can connect its own Stripe account, so payments on signing for one practice group go to the account that group uses. The fee agreed, the amount paid and when it was paid are recorded on the signed document.

Plans are priced in US dollars per user per month: Free at $0 for 2 documents a month, Starter at $14.95, Essentials at $39 and Business at $59, with Enterprise on custom pricing. Price tables, payments and Zapier are on Essentials; content locking, approvals, version history and the Forms block are on Business.

QuoteCloud is hosted on AWS and uses 256-bit encryption, and signed documents carry a certificate of authenticity and an audit trail. Keep identity documents and other sensitive records in your own secure systems rather than in a costs agreement, and check QuoteCloud's terms against your firm's own data obligations.

Yes. QuoteCloud has a free plan and a 14-day free trial of Essentials or Business with no credit card. During the trial QuoteCloud converts one of your existing templates, such as your engagement letter, for free on Essentials, Business and Enterprise, and paid plans include a 45-minute training session.

Yes, on the Business plan. An approval workflow can hold an agreement In Review when its discount or total value passes a level you set, for example a fixed fee discounted by more than 10%. A partner approves or declines it before it can be sent, and the decision is logged on the document.