
Socket
Billing: Get paid without the manual overhead
Move away from repeating invoices with billing integrations, and capture direct debits in the proposal approval flow
Bill clients with confidence, not crossed fingers
You've won the work, and you want to get paid for it. Socket connects proposals, engagement letters, and billing into one smooth flow that won't let revenue slip through the cracks.
Say goodbye to spreadsheets and repeating invoices. Socket syncs with your existing tools, tracks changes in real time, and helps you collect payments automatically. One change in Socket means the right fee, everywhere it matters.
✔️ Sync billing with your accounting ledger for automatic updates
✔️ Make billing fair and transparent with alignment fees
✔️ Get direct debits signed with the proposal
✔️ Real billing visibility at a glance
✔️ Insights that protect profit and unlock growth

Other products & services

Pricing: Price with clarity and your margins
Get consistent pricing so the whole team can price proposals, with flexible price drivers and automated price monitoring

Leads: Convert enquiries into clients
Automate inbound enquiries to land in Socket, track progress, add notes and assign tasks, and convert into proposals

Proposals: Win more work with less effort
Build branded digital proposals a client can easily understand, use quick set-up tools and templates or draft with AI

Engagement Letters: Legally sound letters signed fast
Send legally sound, version-controlled templates signed digitally with the proposal in a one-signature approval flow

Forms: One place for every client form
Build branded forms to capture leads and onboard clients in the same place your proposals already live.

Price Monitoring: Stop absorbing your clients' rising costs
Upload your latest data, see where proposals have fallen behind, then bulk-update pricing and notify clients in moments.

TaxScout: Every tax deadline, every balance, one screen
Connect to Government Gateway and pull client CT, PAYE, SA, and VAT data into a dashboard for quick payment reminders.