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    Client onboarding software for accountancy, finance and legal firms

    Turn away the enquiries you'd never take on, send proposals that aren't PDFs, and get signed letters and ID documents before any work starts.

    Book a demoSee how it works

    Plans from £110 a month, with other currencies available.

    Strivie, the strively mascot, holding a clipboard of ticked items

    What is client onboarding software for accountancy, finance and legal firms?

    It takes a firm from first enquiry to signed-up client without the manual admin. strively screens enquiries against your rules, lets the right prospects book a call, sends web proposals rather than PDFs, and onboards new clients with an e-signed engagement letter and document requests for ID and other paperwork. UK firms can also run AML checks through AML HQ and set up direct debits.

    Built around how regulated firms take on clients

    We run an accounting firm ourselves. Do these sound familiar?

    We spent an hour on a call with someone whose work was far below our minimum fee.

    Enquiries are checked against your rules first, so poor-fit work is declined before it reaches your diary.Enquiry forms

    A client said yes weeks ago, and we're still chasing their signed letter and ID.

    Once a proposal is accepted, the engagement letter is signed online and document requests go out automatically.Engagement letters

    Our proposals are PDFs we rebuild by hand for every new client.

    Fully customisable web proposals with your own services and fees, accepted and signed online.Web proposals

    How strively works

    One automated journey from first enquiry to signed client.

    1. Screen enquiries

      Decline work below your minimum fee or outside the services you offer.

      Enquiry forms →

    2. Book the right person

      Prospects book a call in their own time zone, routed to the right specialist on the Team plan.

      Meeting booking →

    3. Send one proposal

      Quote every service in a single web proposal, and see when it's been read.

      Web proposals →

    4. Onboard automatically

      Engagement letter e-signed and ID documents requested. UK firms can add AML checks and direct debits.

      Engagement letters →

    Enquiry rules that fit your firm

    Decide what a good-fit client looks like, and strively applies it to every enquiry.

    • Turn away work below your minimum fee
    • Decline services you don't offer
    • Accept the clients you want

    Your rules

    IfFee is below your minimumDecline
    IfNeeds a service you don't offerDecline
    IfLimited company, turnover £100k+Accept
    Applied to every new enquiry

    Firms strively works for

    The same automated journey, set up for the way you work.

    AccountantsLimited companies, sole traders and landlords.BookkeepersMonthly retainers and VAT returns, with clear scope.Tax advisersSpecialist enquiries routed to the right adviser.Payroll bureauxSigned and set up before the first pay run.
    Law firmsEnquiries screened, terms signed and ID requested. AML HQ works for UK legal firms too.
    Financial servicesAdvisers and brokers taking on new clients, with documents collected up front.

    Every strively feature, ready for your firm

    From the first enquiry to a signed client.

    Enquiry formsScreen out poor-fit enquiries before they reach your diary.Meeting bookingProspects book calls straight into your calendar.Automated chasersReminders and follow-ups sent from your own email address.Web proposalsEvery service in one proposal that isn't a PDF.E-signaturesProposals, letters and legal documents signed online.Engagement lettersYour own letter and terms. Templates for accountancy firms.Document collectionID, proof of address and other documents requested automatically.AML checksRun through AML HQ, for UK firms.Direct debit mandatesNew clients added to your direct debit mandate, for UK firms.

    Simple pricing

    Three fixed monthly plans, excluding VAT. Other currencies are available.

    Automate£110Report£135Team£220
    See pricing

    Frequently asked questions

    What is client onboarding software for accountancy, finance and legal firms?

    It takes a firm from first enquiry to signed-up client without the manual admin. strively screens enquiries against your rules, lets the right prospects book a call, sends web proposals rather than PDFs, and onboards new clients with an e-signed engagement letter and document requests for ID and other paperwork. UK firms can also run AML checks through AML HQ and set up direct debits.

    Does strively work for law firms?

    Yes. Law firms can screen enquiries, send web proposals, have terms and other legal documents e-signed, and request ID documents from new clients. AML checks run through AML HQ, which works for UK legal firms. strively doesn't include legal engagement letter templates yet, so you add your own.

    Can firms outside the UK use strively?

    Yes. Enquiry forms, meeting booking, web proposals, e-signatures, automated chasers and document requests work for firms anywhere, and meetings show in each lead's own time zone. AML checks through AML HQ and direct debit set-up are for UK firms only.

    Does strively replace my practice management software?

    No. strively focuses on winning and onboarding new clients. It doesn't do practice management, invoicing or recurring billing, so you keep your existing software for that.

    How much does strively cost?

    strively has three plans: Automate at £110 a month, Report at £135 and Team at £220, all excluding VAT. Other currencies are available. AML checks run in AML HQ, which has its own monthly charge.

    See how much onboarding admin strively can take off your firm

    A 30-minute demo, tailored to your firm and the enquiries you get every week.

    Book a demo