Now in early access

Run your entire client practice from one branded portal.

Proposals, onboarding, invoicing, payments, monthly reports, and client messaging — all under your firm's logo. Built for independent consultants and boutique firms, with AI-powered workflows that handle the busywork.

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firmlock.app/meridian-partners

Northbrook Capital

Q4 fractional CFO engagement

On Track
Retainer used
18.5/24h
Invoiced
$12,400
Paid Nov 3
Board memo — November
Delivered
Strategy review
Nov 14, 2:00 PM
Invoice #0089
Pending
Trusted by independent practitioners at
Meridian
NORTHBROOK
Hatfield & Co.
ATELIER 9
Bayfront
The gap in the market

You've outgrown the free stuff. You don't need enterprise.

Most consultants cobble together Google Drive, Gmail, and Venmo — or pay $400/month for platforms built for 50-person agencies. There's been nothing in between. Until now.

What you're using now

Free & unprofessional

  • Shared Google Drive folders
  • Email threads with attachments
  • Venmo, Zelle, or paper invoices
  • No retainer tracking
  • Undermines your rate
FirmLock

Premium & complete

  • Your logo, colors, and tagline throughout
  • Proposals through payments in one tool
  • AI drafts reports, proposals, and invoices
  • Five billing models, recurring or one-off
  • Mobile-first portal your clients install
What the big firms use

Overbuilt & expensive

  • $400+ per user, per month
  • Weeks of onboarding
  • Built for 50-person teams
  • Resource planning you don't need
  • Feels like enterprise software
What's inside

Eight capabilities. One platform.

Everything an independent practice needs to run client work end-to-end. Nothing you'd find in a 50-person agency tool.

Branded client portals

Each client gets a private workspace with your firm's logo, brand colors, and tagline. No "powered by" badges. Your firm, front and center.

Proposals & e-signatures

Send legally signable proposals with expiry dates and status tracking. Convert accepted proposals into active clients in one click.

Tasks & onboarding

Reusable onboarding templates, task and document requests, configurable reminder schedules. New clients are productive on day one.

Invoicing & payments

Branded invoices, recurring billing, online card payments via Stripe. Five billing models: retainer, hourly, project, milestone, retainer + overage.

Monthly reports

Auto-populated from real activity — tasks, hours, files, invoices. AI drafts the executive summary. You review, publish, get read-receipts.

In-portal messaging

Threaded conversations with file attachments. Email notifications on new messages and uploads. The end of "checking my inbox for that one thread."

AI workflows

Report writer, proposal generator, invoice line-item builder, client health insights, email template generator. Real time saved on real work.

Mobile & PWA

Installable on iOS and Android. Push notifications, offline caching, pull-to-refresh. Your practice runs from your pocket.

The lifecycle

From first proposal to recurring retainer.

FirmLock covers every stage of a client engagement. No hand-offs between tools. No data falling through the cracks.

01

Send a proposal

AI drafts a proposal from your brief. Client e-signs it in their portal. Accepted proposals convert to active engagements with one click.

02

Onboard in minutes

Apply a reusable onboarding template. Tasks, document requests, and forms route to the client automatically. Reminders escalate on schedule.

03

Run the engagement

Messages, files, hours, and tasks all live in the portal. Monthly reports auto-populate from real activity — AI handles the executive summary.

04

Get paid

Branded invoices on retainer, hourly, project, or milestone billing. Stripe-powered card payments. Overdue detection and reminders run themselves.

AI draft
Northbrook Capital — November
Generated from 41 activity events · 2.3 sec

Strong month overall. Closed the Q4 budget review two weeks ahead of plan and presented the cash-runway model to the board on Nov 14. Retainer hours tracking at 77% with two weeks left — comfortably under cap.

December focus: vendor consolidation analysis (per board direction) and FY27 planning kickoff in week two.

14
Tasks closed
18.5
Hours logged
9
Files shared
AI workflows

The busywork writes itself.

Five AI tools, built into the workflows you already use. Trained on your real client data, not generic templates. You stay in control — FirmLock just gets you to the first draft 90% faster.

  • Report writer. Drafts your monthly executive summaries from real activity data — tasks, hours, files, invoices.
  • Proposal generator. Turn a paragraph brief into a full, send-ready proposal with scope, terms, and pricing.
  • Invoice line-item builder. Describe the work in plain English. Get itemized billing that matches the engagement.
  • Client health insights. Surfaces at-risk accounts and priority follow-ups before they become problems.
  • Email template generator. Branded, on-tone email templates for any trigger event. Edit once, automate forever.
“
I used to spend my Sunday nights writing monthly reports for five clients. With FirmLock, the AI drafts each one from real activity data and I'm editing instead of writing from scratch. Three hours back every month, and the reports are sharper than what I was producing alone.
EH
Elena Hartwell
Fractional CMO · Meridian Growth Partners
8
Capabilities in one platform
5
AI workflows built in
12min
Average time to launch
$0
Setup cost or platform cut
Pricing

Priced for a serious practice. Built for a serious firm.

Start free. Upgrade when it pays for itself in the first week. Cancel anytime.

Free

For consultants testing the waters with their first client.

$0/month

forever

  • 1 active client
  • Branded portal & messaging
  • Proposals & invoicing
  • Stripe card payments
  • Hosted on firmlock.app
Create free account
Most popular
Practice

For established solo consultants running a steady book of business.

$89/month

billed annually ($828/year) — save $240

  • Up to 15 active clients
  • Branded portal — your logo, colors, tagline
  • All five AI workflows
  • Recurring invoices & retainer tracking
  • Monthly reports with read-receipts
  • Automated email templates
  • Mobile app & push notifications
Start 14-day trial
Firm

For fractional executives and boutique firms with multiple practitioners.

$229/month

billed annually ($2,148/year) — save $600

  • Unlimited clients
  • Up to 5 team seats (additional seats $29/mo)
  • Role-based permissions
  • Shared template library
  • Weekly digests & satisfaction surveys
  • Advanced reporting & insights
  • Dedicated onboarding
Start 14-day trial
Scale

For fractional networks and multi-practitioner firms running institutional client books.

$459/month

billed annually ($3,948/year) — save $1,560

  • Everything in Firm
  • Unlimited team seats
  • Sub-accounts for placed practitioners
  • API access & custom integrations
  • SSO & advanced security controls
  • White-label admin console
  • Priority support & dedicated CSM
Talk to sales
Questions

The answers that actually matter.

Dubsado and HoneyBook are built for creative freelancers — photographers, wedding planners, coaches. Accelo is built for 20+ person agencies with project managers and resource planning. FirmLock sits in the middle: independent consultants and boutique firms who charge professional-services rates and need the aesthetic, the workflows, and the AI tooling to match.
Five things, all grounded in your real client data: draft monthly executive summaries, generate full proposals from a paragraph brief, suggest invoice line items from a work description, flag at-risk clients with health insights, and create branded email templates. AI handles the first draft — you stay in control of what goes out.
Yes. Invoices include a one-click pay-by-card link powered by Stripe. Funds settle into your connected Stripe account. Recurring invoices run automatically on monthly or quarterly schedules, and overdue detection triggers reminder emails on your configured cadence.
Each client sees a portal with your firm's logo, brand colors, and tagline — set up in minutes from your dashboard. The URL is hosted on firmlock.app with your firm's identifier (e.g., firmlock.app/yourfirm). FirmLock branding doesn't appear to your clients. Per-consultant custom domains (clients.yourfirm.com) are on the roadmap.
FirmLock is a Progressive Web App — installable on iOS and Android from the browser. You get push notifications, offline caching, a bottom tab bar, pull-to-refresh, and swipe navigation. No app store required.
Five: flat retainer, hourly, fixed project, milestone-based, and retainer-with-overage. Configure any combination per engagement. Time tracking and overage detection are built in.
Your account downgrades to the free tier automatically. No charge, no surprise bill. Your data stays intact, but you'll be limited to 2 active clients until you upgrade.
Yes. CSV import for clients and contacts is built in. Historical invoices and contracts can be uploaded and backdated. For Agency plans, our team handles the migration.

Software that works the way a Partner thinks.

Set up your first client portal in under 15 minutes. No credit card required. No setup fee. No platform cut on your paid tier.

Start free
14-day Practice trialCancel anytimeAI workflows included