Close the engagement cleanly
Review, invoice, collect, sign, and deliver through explicit gates.
Give the firm a visible path from approved work to invoice, payment, signature, and secure delivery without implying that every gate is live today.
Supported scope
What this workflow is designed to do.
Visible capabilities are separated from configuration requirements, preview surfaces, and roadmap work.
Stripe payment collection
Payment webhook reconciliation
Billing reports
Signature workflow design
Controlled delivery design
The workflow
Four clear handoffs. Human control where it matters.
The exact action changes by product status and firm configuration, but the ownership boundary stays explicit.
Approve
Complete professional review before commercial closeout.
Invoice
Create and track the implemented invoice workflow.
Collect
Use configured Stripe payment flows where enabled.
Deliver
Scope signature and secure delivery gates for the firm's workflow.
Straight answers
Know what you are buying—and what remains outside the claim.
Are invoicing and payment surfaces implemented?
Yes. Invoice routes, accounting views, Stripe checkout, and webhook handling are present.
Is unified e-signature and return delivery generally available?
No. Those parts remain preview/roadmap capabilities and require separate validation.
Connected lifecycle
Continue through the practice workflow.
Map this workflow to the systems your firm actually uses.
We will separate current capability, connector requirements, preview work, and roadmap needs before recommending a rollout.
Request a workflow review →Status reflects the verified repository scope for this release. Provider configuration and firm permissions can further limit availability.