Getting started with QuoteCloud

QuoteCloud implementation for law firms

Precedents converted, standard terms locked, fee items loaded, partner approvals set and every fee earner trained, one practice area at a time.

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A typical QuoteCloud rollout in a firm converts the engagement letter and costs agreement precedents into templates, saves scope clauses in the content library, locks the standard terms (Business), loads fee items into the catalogue, sets partner approvals on discounts (Business), connects Stripe or PayPal and trains the team. One template conversion is free during the trial.

The approval panel a partner sees on a sample costs agreement from a fictional firm: the agreement is In Review because the fixed fee is discounted by more than 10%, and it waits for Rupert Thistlewood, a partner, to approve or decline it before it can be sent.

A four-week rollout, owned by the practice manager

A sample plan for a fictional firm of twelve fee earners, starting with conveyancing and wills. Your timings will depend on how many practice areas and precedents you bring.

  1. Phase 1, Week 1

    Convert your first precedent

    You bring
    The costs agreement or engagement letter your firm sends most, with its disclosure document.
    QuoteCloud gives you
    One template converted free during the trial (Essentials, Business, Enterprise); more conversions as a paid add-on.
    Done when
    A fee earner can start a branded costs agreement from the template, with the client and matter as data items.
    Legal templates

  2. Phase 2, Weeks 1–2

    Library clauses and locked terms

    You bring
    Your approved scope clauses by practice area, and the standard terms of engagement.
    QuoteCloud gives you
    Scope clauses saved in the content library; standard terms in a locked block that fee earners can't edit.
    Done when
    The principal has signed off the wording every agreement will start from.

    Content locking: Business

    Engagement letters and scope of work

  3. Phase 3, Week 2

    Fee items and disbursements

    You bring
    Your fixed fees, packages and usual disbursements as a spreadsheet, with a code for each.
    QuoteCloud gives you
    CSV import into the product catalogue, with column mapping and validation before anything is saved.
    Done when
    Every fixed fee and common disbursement is a catalogue item, ready to drop into a price table.

    Product catalogue: Essentials and up

    Fixed-fee legal packages

  4. Phase 4, Weeks 2–3

    Payments and partner approvals

    You bring
    The Stripe or PayPal account each team will use, and your rule for discounts.
    QuoteCloud gives you
    Payment on signing as a percentage or fixed amount; an approval rule that holds a discounted fee In Review for a partner.
    Done when
    A test agreement has been approved, signed and paid into the right account.

    Payments: Essentials · Approvals: Business

    Costs disclosure & costs agreements

  5. Phase 5, Week 3

    Hand-offs to your practice system

    You bring
    Your practice-management system and what should happen when an agreement is signed or paid.
    QuoteCloud gives you
    Zapier, Make or the API from Essentials, where your system has a connector; Xero or QuickBooks native on Business.
    Done when
    A signed test agreement opens a matter in your system without anyone typing it in.
    Practice management, CRM & accounting integrations

  6. Phase 6, Week 4

    Train the team and go live

    You bring
    Fee earners and support staff, an hour of their time, and a few live matters to start with.
    QuoteCloud gives you
    A 45-minute training session on paid plans; extra sessions through professional services.
    Done when
    The first real costs agreements are signed, and the next practice area's template is under way.
    Onboarding services

Sample planning for a fictional firm, not a promise: your rollout runs at your pace.

Help from the QuoteCloud team when you want it

Most firms set QuoteCloud up themselves. When a rollout across several practice groups needs more hands, these are the services to ask about.

  • Onboarding services

    A template converted during the trial and the 45-minute training session on paid plans, to get your first agreements out.

    Onboarding services

  • Professional services

    Extra template conversions, extra training, and help setting up Zapier, Make or the API with your practice system.

    Professional services

  • Premium support

    Premium support as a paid add-on; Enterprise includes a dedicated account manager. Ask us for prices.

    Premium support

One firm-wide standard, instead of everyone's own copy

What the practice manager can count on once QuoteCloud is in place.

The jobBeforeAfter the rollout
The wording clients receive Each fee earner's own version of the precedent, edited over the years. Every agreement starts from the approved template, with standard terms in a locked block (Business).
Discounted fees Found when the bill goes out. Held In Review for a partner before the agreement can be sent (Business).
Knowing where each agreement is Asking around, or checking the matter folder. Each document shows opened, signed and paid, with document tracking from Essentials.
Money on signing Bank details in the letter and a reconciliation later. Payment on signing through Stripe or PayPal, into the account your firm connects. QuoteCloud does not operate a trust account; check your own trust-money rules.

Start with one practice area

Free for 14 days, no credit card required. Send us your most-used costs agreement and we'll convert it during the trial.

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Your fee schedule in, column by column

Export the fixed fees and disbursements your firm already keeps in a spreadsheet, map each column to a catalogue field and import it. QuoteCloud checks the rows first, so the two missing a practice area are fixed before anything goes live.

When fees change next financial year, the same file updates the catalogue, and old fee items are marked inactive rather than deleted.

  • Column mapping and validation before import
  • Fee codes, practice areas and prices
  • Active, Draft and Inactive items

Product catalogue: Essentials and up

The product catalogue
Import productsThistlewood Marsh Lawyers Sample data
thistlewood-fee-items.csv42 rows · fixed fees, packages and disbursements Map columns
Column in your fileCatalogue fieldFirst row
fee_codeSKUCONV-PUR
descriptionNameConveyancing purchase package
practice_areaCategoryProperty
fee_ex_gstPrice1,650.00
statusStatusActive

40 rows ready to import2 rows to check: missing practice area

Fee items only: client and matter details stay out of the catalogue

What each plan includes for a firm

Every paid plan starts with a 14-day free trial of Essentials or Business, with no credit card. What a firm can set up depends on the plan (prices in USD per user per month, from the pricing page). QuoteCloud gives no legal advice: the wording, fees and disclosure in your templates are your firm's own.

  • Essentials ($39): templates, the content library, price tables, the product catalogue with CSV import, payments on signing, document tracking, Zapier, Make and the API, one free template conversion during the trial and a 45-minute training session.
  • Business ($59): everything in Essentials plus approval workflows, content locking, version history, the Forms block for matter intake and native Xero and QuickBooks integrations.
  • Enterprise (custom pricing): a dedicated account manager and more, for larger firms. Ask us.
  • eSignatures are on every plan, including Free.

Rollout questions from law firms

How long does it take a law firm to start using QuoteCloud?

It depends on how many practice areas and precedents you bring. Many firms start with one practice area, such as conveyancing, and add the next once the first template is in use. The four-week plan on this page is sample planning for a fictional firm, not a promise; QuoteCloud converts one template free during the trial to get you started.

Who should own the rollout in a firm?

Usually the practice manager, with a principal or partner approving the wording. The practice manager sets up templates, the content library, the fee catalogue, payment accounts and approval rules, and the principal signs off the scope clauses and standard terms that will be locked. Fee earners then work from the approved templates.

Can each practice group use its own Stripe account?

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. Payments go to the Stripe or PayPal account your firm connects. QuoteCloud does not operate a trust account; check your own trust-money rules.

What training is included?

Paid plans include a 45-minute training session, and one template is converted free during the trial on Essentials, Business and Enterprise. Extra training sessions, more template conversions and help with Zapier or API set-up are available through professional services. Enterprise includes a dedicated account manager.

Do we need the Business plan?

Essentials covers templates, the content library, price tables, the fee catalogue, payments on signing, Zapier and the API. Choose Business if you want locked standard terms, partner approvals on discounts, version history, intake forms inside documents or native Xero and QuickBooks. eSignatures are on every plan.

More questions from law firms

More for law firms

Every page of the QuoteCloud legal microsite.

Your firm on QuoteCloud, practice by practice

Free for 14 days. No credit card required.

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