One link: sign, pay, intake — matter opened.
This is the flow Cadence deploys for MSO clients. We configure templates, Stripe, forms, and Clio mapping — then support the stack.
Live flow · Conduit Law stack
Lead
Call, form, or referral
Link sent
One SMS or email
Sign
DocuSeal retainer
Pay
Stripe at intake
Intake
Facts → Clio fields
Matter open
Case opened clean
2.5h → 10m
Case opening
47 → 1
Staff steps
1 link
Client-facing
Staff sends one link
SMS or email with a branded URL — no DocuSign + Stripe + Form stack.
Client signs the retainer
DocuSeal e-sign embedded in the session. Mobile-friendly.
Payment collected
Stripe Connect at intake. Fees route per your firm configuration.
Intake facts captured
Custom forms mapped to Clio fields. Client never creates an account.
Matter opens
os-conduit sync advances the session and opens the matter when approved.
What we cover on the live demo
- •Walk your current sign → pay → intake path
- •See the one-link client session live
- •Confirm Clio, Stripe, and DocuSeal fit
- •Scope deployment under Cadence MSO
Want this for your firm?
Book a live demo — we'll map your stack and scope deployment.
Book a 15-minute intake demo