OneFirmOS

Product · Money & books

Payments & E-signatures

Card payment links on every invoice and send-for-signature with a certified audit trail — money in and documents signed, inside the same system.

Book a demo All products

What you can do

Get paid, get it signed

Card links on every invoice and legally-signed documents with a certified trail — money in and signatures done, without bolting on two more tools.

Pay-links on invoices

A card link on every invoice and retainer request.

Auto-recorded

Payments recorded against the invoice without re-keying.

Per-office routing

Route payments to the right office's account.

Send for signature

Place fields on a PDF and send it to your signers.

Certified trail

Stamped documents with a signing certificate.

Receipts clients keep

A receipt the client can find without asking.

Why OneFirmOS

What sets us apart.

  • Pay-links everywhereA card link on every invoice and retainer, routed to the right office's account.
  • Recorded automaticallyPayments post against the invoice with no re-keying.
  • Signatures with a certificatePlace fields on a PDF, send to signers, and keep a stamped signing certificate.
A handshake across a meeting table as an agreement is reached.
The OneFirmOS Send-for-signature screen: a PDF with signature and date fields placed on it, a CONFIDENTIAL watermark, a signer selected, and controls for letterhead, subject and message.
Send for signature — drop signature and date fields onto the PDF and send.

How it works

Collect and sign, without leaving the file

  • 1 · Pay by cardEvery invoice and retainer carries a card link, routed to the right office's account.
  • 2 · Recorded automaticallyPayments post against the invoice with no re-keying.
  • 3 · Sign with a trailPlace fields on a PDF, send to signers, and keep a stamped signing certificate.

FAQ

Frequently asked questions.

Is this included?

Card payments are part of the $55 Platform. E-signatures on documents come with the Documents add-on ($15 per user per month); proposals and engagement letters are signed through the Proposals add-on.

How are payments processed?

Through your own Stripe account (per office if you have several), so funds go straight to you.

Are signed documents legally sound?

Each signer confirms their identity with a one-time code emailed to the address on file, consents to sign electronically, and every step is written to a hash-chained, tamper-evident audit log. The finished PDF carries a certificate of completion with the document's SHA-256 fingerprint, each signer's time, IP address and device, and an integrity check of the log. How it works.

One platform

Money and signatures, not another tool

The receipt and the signed document live on the client record — the client finds them later without asking you.

Book a demo See pricing