One seamless experience
A single tool for yourself, your clients & your team
Manage client documents, agreements, contact information and invoices all in the same place. Allow customers to log in, share documents, and make payments effortlessly and securely. Send important files for signature and receive a final, signed PDF copy automatically - no print-offs, faxes or stamps required. Provide your customers with a dedicated client portal and tie this directly to your website domain so it's easy to remember. Give yourself and your clients a professional experience.
Furthermore, Legend's CRM allows you to manage your team from the same portal. Assign tasks, save internal notes, manage projects, track time entries, record expenses and more.
Utilizing industry leading, secure technology from Stripe manage and bill customers all from within your website or app. Setup automatic recurring payments with ACH or credit cards, or send off one-time project invoices with attached PDFs at the click of a button. All financial data is stored securely on Stripe servers according to industry standards. Fine tune your payments and messaging to your particular requirements.