Financial services
Proposals, contracts and client records, with an audit trail.
Send the engagement letter from a template and get it signed. Keep every file and note on the client card.
Free plan. No card. European data hosted in Europe.
An agreement inside the app. The title, short clauses, a drawn signature. An audit trail reads sent, viewed, signed.
Built for work that has to be traceable.
Who signed what, when, and where the file is. Every client, every engagement.
01
Contracts with a certificate
A sealed PDF, SHA-256 hashes and an append-only audit trail for every engagement letter. Automatic reminders until it is signed.
E-signature02
One record per client
Contact details, custom fields, files up to 50 MB, notes, calls, payments and agreements on one card. Roles decide who sees what.
Pipeline & CRM03
Intake forms and booked meetings
An intake form with business-email-only and spam controls, a booking page for the first meeting, reminders before it.
Booking pagesSigned the same day, not next week.
76%
of agreements are completed in under 24 hours when signed online.
Source: Docusign eSignature customer dataOne question advisers ask
Keep every engagement in order.
Send your next engagement letter from Klayno.
Free plan · No credit card