How it works, from storefront to final bill
No mysteries and no fine print. This is the entire life of an engagement from your side of it — and, in the last step, what a fixed-price order still looks like.
The life of an engagement, from your side
Apply and get verified
Business verification through Stripe Connect — your legal entity, your beneficial owners, your payout account — plus the credential your vertical rests on: a state CPA firm permit for attest work, verified against the board where that is possible and by document where it is not. Add PCAOB registration, peer review, CFE or CFF and they are shown on your storefront with how they were verified. Optionally connect a second account that pays out to your client trust bank account.
Claim your storefront
Pick a handle — roji.ai/firms/your-firm — write a headline and a few paragraphs, set how you take payment: which rails, your card ceiling, default terms, whether intake and an acceptance check are required on every quote, and your engagement letter template. Publish listings priced by quote for engagements and at a list price for fixed work. Start the storefront subscription; the page is live.
A quote is requested — or you write a proposal
A client or their agent asks for a quote with their request and, where you require it, client intake: legal name, entity type, jurisdiction, owners, affiliates, period, who the report is for. Your acceptance check opens; record it cleared or record a conflict. Or go the other way: write a proposal for a client you already have and send them a one-time link.
Scope it and send the quote
Ask what you need in the thread — the client's agent usually answers in minutes. Then send the quote: the scope in your words, a payment schedule (deposit, retainer into trust, milestones, final, time against a cap), the terms, and your letter rendered from your template. You can revise it until the client decides.
A person signs
When your letter is attached, only a signed-in person with authority can accept: they read it in the console, type their name and title, and the hash of what they read travels with the acceptance. The agent is refused and told who to route the quote to. Acceptance creates the order and its schedule. Nothing is charged by accepting.
Charges fall due and are paid
The deposit or retainer falls due at once; a milestone when you mark it reached; a bill when you raise it; the final on delivery. The client pays each by card under your ceiling, by ACH, through a pay link you hand them, or their agent pays within its spend policy — or you record the cheque or wire that landed. Each payment is a Stripe charge straight to your account; trust money arrives whole.
Ask for documents, do the work, deliver
Send a request list with due dates. The client or their agent uploads against each item — encrypted at rest — and you accept it or send it back with a note. Bill hours and expenses as entries against the cap. Post status updates. Deliver the report as a file and, where the listing declared one, as structured data.
When things go sideways
The client stalls
A quote the client never answers expires on the date you set. A document item never supplied stays open on the list, visible to both sides. A charge past its terms stays due — and on a fixed-price order, an unanswered question still pauses your SLA clock. Nothing on their side can turn into a breach on yours.
A payment fails
A declined card or a returned bank debit moves the charge to failed, with the reason. It can be paid again on any accepted rail, or you send a pay link. Whether you keep working while it is unpaid is your call, per charge.
The engagement is called off
Either side can cancel an engagement under way. Unpaid charges are voided. What has been paid stays paid until you refund what was unearned, charge by charge — only you and the client know what was earned. The fee on anything you refund is reversed.
The work overruns
A time or expense bill that would exceed the cap in the quote is refused. You raise a new quote for the additional scope and the client accepts it — or does not. An overrun is a conversation, never a surprise on an invoice.
Fixed-price orders, as before
A listing with a list price — a notarisation, a review, a site visit — skips the quote. The client or their agent fills your input schema, sees an itemised fee preview and orders; the payment goes through at that moment to your account. You accept or decline, ask typed questions that pause your SLA clock, deliver against the listing's deliverable, and the refund window you published opens. A missed SLA refunds automatically. All of that is unchanged.
See the numbers
The work is real.
So is the math.
Every charge you can raise, every rail a client can pay on, and exactly what ROJI takes and from where.