Terms agreed before work starts
Send the engagement letter by email; the client signs from a secure link. The signed letter stays with the client record.
For attorneys
Engagements, time, and billing for a small legal practice
Tradeify helps attorneys and legal consultants send engagement letters for e-signature, capture billable time as it happens, manage client retainers, and invoice — from one phone-friendly workspace.
Time captured, not reconstructed
Log time against the client while it's fresh — from court, the office, or home. Billing pulls straight from the log.
Retainers and trust in your hands
Track client retainers and balances inside Tradeify while funds stay wherever your practice rules require — Tradeify never holds client money.
From instruction to paid invoice
Step 1
Take the instruction
Client record created, engagement letter sent and signed online.
Step 2
Do the work
Log billable time and keep notes with the client record as the matter progresses.
Step 3
Bill the client
Invoice from tracked time or the retainer, with your bank details on the invoice.
FAQ
Does Tradeify handle trust accounting?
No. Tradeify tracks retainer balances and billing records, but client funds stay in your own accounts under your practice rules — Tradeify never holds or moves client money.
Can I use different rates for different work?
Yes. Rates are set per client and per engagement letter, so advisory, litigation, and fixed-fee work can each be billed on their own terms.
Is my client data isolated?
Yes. Every record is scoped to your account at the database level — no other Tradeify user can see your clients or matters.
Related pages
Engage. Record. Bill.
Keep the job record connected.
Use Tradeify to connect bookings, quotes, invoices, schedules, customers, and proof-of-work records in one responsive PWA.