Fixed-fee deposit
Discovery engagement
Define the initial scope and collect payment before the first strategy session.
For consultants
Turn consulting SOWs into signed, paid engagements.
SmartSigner helps consultants move from verbal approval to paid kickoff with reusable scopes, client variables, required signature fields, Stripe payment, and agreement tracking.
Close-to-start flow
Consulting SOW
Reusable service agreement
Private client signing link
Payment collected through Stripe
Client record and status updated
Common workflows
Templates for the moments where signature and payment should happen together.
Monthly retainer
Monthly advisory retainer
Recurring terms, signer consent, and monthly payment setup in one client flow.
Project payment
Implementation SOW
Milestones, deliverables, due dates, and upfront payment tied to one agreement.
One-time add-on
Change request
Approve additional work quickly without separating signature and payment.
Only ask clients for the variables the SOW actually uses.
Separate signature completion from payment status so follow-up is clear.
Reuse proven consulting agreements without rebuilding from scratch.
Common questions
Questions consultants ask before using SmartSigner.
Can consultants use SmartSigner for SOWs?
Yes. Consultants can create reusable SOW templates with variables for client name, scope, due dates, payment terms, and required signature fields.
Can SmartSigner collect payment before a consulting engagement starts?
Yes. Paid plans can include Stripe-ready payment collection so a client can sign and pay a deposit, fixed fee, or retainer before the engagement begins.
Does SmartSigner work for recurring advisory retainers?
Yes. SmartSigner supports recurring payment workflows for advisory retainers and ongoing consulting agreements.
Can clients complete a consulting agreement without logging in?
Yes. Clients can open a private signing link, complete required fields, sign, and continue to payment without creating a SmartSigner account.
Explore SmartSigner
Find the right sign-and-pay workflow for your team.
Compare focused sign-and-pay workflows, review trust details, and see how SmartSigner fits common service-business use cases.