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Build out your customised service lines with powerful and intelligent pricing calculators, embedded right into the proposal. Leverage client metrics such as transaction volumes and employee headcount to drive consistent and accurate pricing across your portfolio.

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Build out complex proposals with ease and take your clients on a tailored, branded journey through to approval with e-signatures baked in. Quickly push out minor adjustments mid-period with low-friction client notifications. Capture notes and compare changes with structured renewals.


Engagement Letters

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Easily embed Letters of Engagement for approval alongside the proposal. Bring your own or use Socket’s templates to quickly get started. Create a sophisticated schedule of services that is dynamically generated based on services agreed in the proposal.

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Billing Management

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Whether you prefer to offer a special approach with manual billing, or are all-in on automation, Socket has you covered. Recurring billing, bill on completion and alignment (catch-up) fees are all supported. Nudge prospects onto GoCardless Direct Debit during proposal approval, and review changes in the monthly invoice run with Socket’s Billing Plan. Push bulk invoices into Xero or export the data for your custom billing process.


Workflow Automation

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Start putting your proposal data to good use - Socket supports an open ecosystem and integrates with popular tools in accounting and bookkeeping workflows…

Workflow Automation Logos and Partners
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Our Roadmap...

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Socket Engage

Powerful Engagement Letter management following modern best practices with automatic updates

Socket Onboard

Prospect to Client workflow automation, integration with AML, Risk Assessment & Work Management systems


Playing nicely with your tech stack - scheduling, integration with work management and collaboration tools, open API

Manage Leads

Pull leads in from Hubspot or via Zapier, simple sales pipeline management, discovery data feeding into proposals

More Pro Tools

Approval Workflow,
Price Monitoring, Bulk Price Changes, Analytics & Reporting
your practice
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