For consultants

From signed agreement to paid invoice, for every engagement.

Consulting runs on clear scopes and steady billing. Send the agreement for signature, take a deposit before kickoff, and bill by the hour, by stage or every month, without a spreadsheet.

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Example: a document from Brightline Consulting, a sample business.

What consultants use most

  • Agreements signed online

    Start from a service or independent contractor agreement, add the scope, and get it signed. It's locked once signed.

  • Hours and stages on one estimate

    Mix a workshop, hours at your rate and a report on the same estimate, with a deposit or milestones (paid plans).

  • Monthly retainers

    Recurring invoices go out every month on their own, and the client is told it repeats (paid plans).

  • Signing for a company

    Your client's representative signs on behalf of their company, with their name and title on record.

A typical engagement

  1. 1

    Agreement signed

    Scope, dates and terms, signed from the client's phone.

  2. 2

    Retainer paid

    A deposit invoice with a Pay button, before work starts.

  3. 3

    Billed as you go

    Stage invoices or a monthly retainer, with reminders.

Questions and answers

Can I bill hourly?

Yes. Put hours as the quantity and your rate as the price on any estimate or invoice.

Can my client's company be the one signing?

Yes. The signer can sign on behalf of the company on the customer record, with their own name and title.

Are agreements legally reviewed?

The templates are a starting point you can edit. PaperPaid isn't a law firm, so have important agreements checked by your lawyer.

Less time on paperwork. More time for your business.

From the first estimate to the final payment, keep your business moving with PaperPaid.

14-day free trial · No credit card required