Request a quote

A quote.Built for your firm.

Tell us about your firm and what you want Emerson to run. We will put together a quote that fits.

What it is based on

Four things shape your quote.

People

Who needs access, including partners, assistants and operations.

Mailboxes

How many Gmail or Outlook accounts you want connected.

What Emerson runs

The work you want it to handle: client history, meetings, follow-up, documents, signatures, payments.

Timeline

When you want to be running, and anything that has to move over first.

What is included

The full workflow, in one place.

Emerson includes the capabilities below. Operator support and custom implementation are optional, and your quote covers exactly what you choose.

The whole list
Mail and messages
  • Multiple inboxes on one screen, Gmail and Outlook together
  • Read and sent through your own account, so nobody changes address
  • Texts in the same thread as the emails, from your own number
  • Priority messages surfaced so important replies are easier to find
  • Replies drafted in your own words, waiting on a yes
  • Campaigns and sequences, with enrolment and exits
  • Sending to a whole list at once, with the carrier registration handled
Calls and meetings
  • Video calling, hosted, with no separate subscription
  • Your own phone number, with calls recorded and transcribed
  • Meeting scheduling, including a public booking page of your own
  • Availability, round-robin between people, and reminders
  • Prep in your hand before the meeting, with what you last promised
  • The follow-up drafted the same afternoon, not the next week
People and clients
  • One timeline per person: every email, call, meeting, document and payment
  • Clients, matters or patients, named for the work you actually do
  • Companies and the people inside them, joined properly
  • Your team, with who owns what
  • Pipelines, from first contact to signed
  • Your own fields on a contact, and a spreadsheet imported without cleaning it up first
  • Business cards scanned in with your phone
Documents and signing
  • A universal folder system, shared with clients where you choose
  • Agreements drafted, sent, and signed without a separate e-signature bill
  • Signatures, with who has signed and who you are waiting on
  • Proposals and terms, from your own templates
  • Your own letterhead on everything that leaves the building
Money
  • Invoiced and paid, beside the conversation about it
  • Stripe and QuickBooks connected by you
  • Revenue, and what the firm is owed
  • Unbilled work on one page, which is usually the biggest number on the books
  • Fees and rates: what your own pricing actually earns per hour
  • A trust ledger kept properly separate, for the firms that answer for one
Getting work in
  • A front door: one intake link that drops an enquiry into your pipeline
  • Landing pages, hosted, without a website project
  • A booking page on your own domain
  • Every enquiry answered from the same place the rest of the work lives
The work itself
  • Tasks, with promises pulled out of calls and dated
  • A brief every morning: what moved, what is owed, who has gone quiet
  • A tracker per matter or client, so a job's whole state is one page
  • Talk: ask it out loud instead of clicking
  • Search across all of it, by name
On your desk and in your pocket
  • Installed on a Mac or a PC like an app, not a bookmark
  • Signed into on your phone with Face ID
  • A new device paired by scanning a code
  • Told when a client texts or emails, on the phone or by email
Your firm, your rules
  • Your own colours and logo throughout
  • Owners and managers, and control of which pages a manager sees
  • A health page that says when a connection has dropped, before a client does
  • Your own database, not a row in somebody else's
Optional

More help when the work calls for it.

Start with Emerson. Add either of these to your quote only if your firm needs it.

Operator support

Emerson plus a named operator who runs the weekly priorities with you, so the cadence does not depend on you owning it.

Custom implementation

Migrations, multiple entities and custom workflows. Scoped separately, and not required to start with Emerson.

Questions

Before you ask for a quote.

Why is there no price on the site?

Firms differ in how many people need access, how many mailboxes they connect and how much they want Emerson to run. A quote fits what you actually need.

What happens after I request a quote?

You answer three short questions about your firm, then pick a time. On the call we go over what you need and put your quote together from there.

Is there a contract?

Yes. The term and billing are set out in your quote and agreement. Standard setup takes two business days once scope and access are confirmed, and your data is yours throughout.

What does it actually replace?

Emerson brings client records, meeting capture, e-signatures, campaigns, tasks and shared documents into one workflow. We review your current tools with you to decide what can be replaced and what should stay.

How fast can we be running?

Standard setup takes two business days after we confirm the scope and receive the access and files we need. Larger migrations and custom work get an agreed schedule.

Can we get our data out?

Yes, whenever you ask, as a full export in a format you can actually open. Your data is yours. Emerson itself stays ours, so what you would take is the record, not the software.

Do I have to move off the tools I like?

No. Your mail stays where it is, Gmail or Outlook. Emerson reads and writes through your own account rather than replacing it.

Tell us what your firm needs. We will put the quote together.