ClientCasa

Protect your work. Get it signed. Move on.

A full contract editor with merge fields, a clause library, and built-in e-signatures. Bundle terms with a proposal so clients sign both at once. Upload a PDF or build from scratch — either way, it is signed and tracked in one place.

Protect your work. Get it signed. Move on.

What's included

The depth you need, none of the noise you don't.

Rich contract editor

A full document editor built on Tiptap v3. Format text, add headings, insert page breaks, and use slash commands — no Word docs or Google Docs needed.

Merge fields

Insert dynamic fields for client name, project title, event date, payment terms, and more. Fields resolve automatically when you assign a client and project.

Clause library

Drag reusable clauses into any contract. Cancellation policy, liability limitation, usage rights — build once, use everywhere. 16 starter clauses included.

Built-in e-signatures

Send for signature directly from ClientCasa. Clients sign on a branded page with full audit trail. No DocuSign or HelloSign subscription required.

One agreement, one signatureAttach your terms to a proposal and send them as a single agreement. The client reviews scope, pricing, and legal terms together — and signs once to book the job.

Contract templates

Save contracts as templates with merge fields and clauses pre-configured. Eight starter templates for common scenarios — wedding, event, service agreement, and more.

PDF upload and signing

Already have a contract in PDF? Upload it and send for e-signature directly. No need to recreate it in the editor.

Offline signing

For clients who prefer ink on paper, mark a contract as sent and signed offline. Upload the signed PDF for your records. Full status tracking either way.

Signed amendments and version history

Change a signed contract with a proper amendment — signed on its own and chained to the original. Every issued version is sealed and kept, so you can always show exactly what was agreed, when.

Built for the way your industry works

See how this fits your day-to-day — every industry has its own page and demo.

Frequently asked questions

Do I need a separate e-signature service?+

No. ClientCasa includes built-in e-signatures powered by Firma.dev. Clients sign on a branded page with a full audit trail — no DocuSign, HelloSign, or other subscriptions required.

Can I use my existing contracts?+

Yes. Upload any PDF contract and send it for e-signature directly. You can also paste your existing contract text into the editor to add merge fields and clauses for future reuse.

Can scope and legal terms be signed together?+

Yes. Send a proposal with your terms attached and the client sees scope, pricing, and legal terms as one agreement — one page, one signature. You can set default terms so every proposal goes out protected without extra steps.

What if a signed contract needs to change?+

Issue an amendment. The amendment is signed on its own and linked to the original contract, so the full chain — original plus every amendment — stays sealed and auditable. No voiding and re-signing the whole document over one change.

How do merge fields work?+

Merge fields are placeholders like {client.name} or {project.eventDate} that resolve automatically when you assign a client and project to the contract. In the editor, you see live-resolved values. In templates, they stay as placeholders until assigned.

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