Legal proposals
Legal proposals in CaseFlow are engagement letters or fee proposals you send to a client or prospective client (lead). The recipient can review the proposal in a public web view and accept or decline it without logging in.
What you can do
- Draft a proposal with rich-text content (engagement terms, scope, conditions)
- Add line items with quantity/hours, rate, unit, tax, and a per-proposal discount
- Attach files; mark each attachment as visible or hidden from the client
- Email the proposal with the firm logo, custom message, and an optional PDF copy
- Allow the client to comment on the proposal from the public view
- Have the client accept or decline; record an e-signature on acceptance (Growth and above)
- Convert an accepted proposal into an invoice or a fee estimate
Proposal statuses
| Status | Meaning |
|---|---|
| Draft | Newly created; not yet emailed |
| Sent | Emailed to the recipient |
| Accepted | Recipient clicked Accept (and signed, if required) |
| Declined | Recipient clicked Decline |
| Open | Manually set by an admin to reactivate a closed proposal |
| Revised | Manual marker for a proposal that has been reworked |
A few details that catch people out:
- The status does not automatically change to "Open" when the client opens the proposal. CaseFlow tracks views internally, but the lifecycle moves on accept/decline only.
- There is no "Expired" status. If you set an Open till date and it passes, the public view shows an "Expired" label and the accept/decline buttons disappear, but the underlying status stays whatever it was (usually Sent).
- Revised is not applied automatically when you edit and resend. Use it as a manual marker if you need it.
Where proposals live
In the sidebar, open Billing > Legal Proposals. The list shows every proposal with status, related client or lead, total, date, and Open till date. You can also switch to a Kanban pipeline view from the toolbar.
[Screenshot: the legal proposals list with several proposals in different statuses]
Plans and availability
Legal proposals are available on all plans (Solo, Growth, Multi-Practice). Capturing a client e-signature on acceptance requires the Growth plan or above.