How it works
From client need to committed partner
When a client needs a service your firm doesn't provide, FirmLinks helps you find and secure the right partner in a few simple steps. See it in a short overview.
The overview video is coming soon.
- 01Create an engagement
- 02Find and invite firms
- 03Award the services
When you need a partner
Four steps, one place
"Hartwell Manufacturing is selling the business. They need tax planning for the sale, legal work, a valuation, and wealth planning for the owner."
FirmLinks helps you find and secure the partners each engagement needs. Once the work is agreed, the firms deliver it their own way, in their own systems.
When another firm invites you
Partner on engagements with a free account
The Free plan includes accepting invitations, working on engagements, messages and scheduling. No card required.
- List the services and expertise you provide
- Get invited to engagements that match them
- Accept the ones you want, and work in the role the lead firm sets
Getting set up
Ready in ten to fifteen minutes
Pick your service lines, and let AI read your website to suggest your services. Nothing changes until you save.
- Create your firm's account
- Confirm the services AI suggests
- Invite your colleagues
- Connect with the firms you work with
Questions
Common questions
Do the firms I invite have to pay?
No. Accepting invitations and working on engagements is free.
Which plan do I need?
Joining, accepting invitations and working on engagements is free. To create engagements and invite partners, you need Pro, from $99 a month.
Can I invite a firm that isn't on FirmLinks?
Yes. Invite it by its web address, and it gets an email invitation to join free.
Who can see my engagement?
Only the firms you invite. Each firm sees its own information and what others have shared with it.
How long does it take to secure a partner?
Often within days, depending on the partner's availability. A large engagement takes longer, because the partner may need to review documents and price the work.
Offer every service your clients need.
Setup takes ten to fifteen minutes. Pick your service lines, and let AI read your website to suggest your services.