Planar in Sacramento, CA
Engagement letter software for attorneys in Sacramento, CA
The Claude-native deal surface for attorneys in Sacramento, CA. Draft your engagement letter in Claude, open it as a live URL with signature, payment, and scheduling embedded on the same page. No transaction fees. Recipients open on any device — no account required.
About Planar for Attorneys in Sacramento, CA
Planar is the Claude-native proposal and engagement letter surface for attorneys in Sacramento, CA. Engagement letters are drafted directly in Claude through a Custom Connector install (Settings → Connectors → Add custom connector), then opened as live URLs with signature, payment, and scheduling embedded. Planar replaces the typical four-tool workflow of Word + DocuSign + Stripe + Calendly with a single live page.
Planar costs $29/month on the Plus tier, $79/month on Pro, and $199/month on Studio, billed per workspace (not per seat). Planar charges $0 in transaction fees on customer payments — competitor Ignition charges 1% + $0.30 per transaction, and most others ride on top of Stripe fees with their own markup. Stripe processing fees still apply at Stripe's standard 2.9% + $0.30.
Planar is built for attorneys working in the Sacramento, CA market. The product is opinionated around the workflow of intake consultation → legal representation → close, using the terminology that's actually used in the field (engagement letter, scope of representation, fee agreement, intake consultation).
Planar works alongside the tools attorneys already use: Clio Grow, MyCase, Smokeball, PracticePanther, Lawmatics, LawPay, DocuSign, NetDocuments. Where it overlaps with proposal-software competitors like PandaDoc, Qwilr, Proposify, Better Proposals, and (for accountants) Ignition, the differentiation is that Planar is drafted in Claude, ships native click-to-sign, and takes zero transaction fees.
For attorneys in Sacramento, CA, Planar replaces the PDF + Stripe + DocuSign workflow with a single live URL. Senders draft inside Claude, recipients open the link in any browser, and the deal closes on one page. Sacramento, CA-based businesses can install Planar in three steps and have their first Planar live within an hour.
The problem
Built for attorneys in Sacramento, CA
Attorneys in Sacramento, CA ship deals through a stack that doesn't add up. Here's what Planar takes off the list.
Engagement letters get drafted in Word, emailed as PDF, signed in DocuSign, and the retainer goes through LawPay. Four tools, one client.
Each new matter type means a fresh document tree even though the engagement-letter structure barely varies.
Confidentiality demands a private-link or password gate on anything sent to a client; most proposal tools ship public-by-default.
IOLTA-compliant retainer collection has to be tracked separately from any standard payment flow.
Sample
Sample Planar: a typical engagement letter
This is a preview of how a engagement letter looks once a attorney drafts and opens it. Recipients see this same page on any device, with the signature, payment, and scheduling controls active.
Estate planning engagement letter
Prepared for Priya Raman at Personal estate matter — Sacramento
Scope
Estate planning engagement: a comprehensive plan covering a revocable living trust, pour-over will, durable power of attorney, and healthcare directive. Includes funding instructions for the trust and a one-year follow-up review.
Deliverables
- 01
Initial intake & planning meeting
Comprehensive review of assets, family structure, and goals. Strategy memo following the meeting.
- 02
Document drafting
Revocable living trust, pour-over will, durable power of attorney, advance healthcare directive, and HIPAA authorization.
- 03
Execution & funding instructions
Document signing meeting, witness and notary coordination, and a written funding instruction set for retitling assets into the trust.
Pricing
| Item | Qty | Amount |
|---|---|---|
| Estate planning flat fee | 1 | $5,000 |
| Hourly rate for work beyond defined scope (e.g., complex business interests) | 1 | $450 |
| Total | $5,450 | |
Payment schedule
- $5,000
$5,000 initial flat fee due on signature
Due on signature
- $0
Hourly work billed monthly in arrears at $450/hr
Due net 15
Terms
Scope: This engagement covers the documents listed above. Out-of-scope matters (business succession, tax controversy, probate) handled under separate engagement letters. Confidentiality: Attorney-client privilege applies; Planar is used for delivery only and is not a substitute for privileged communication channels for ongoing case discussion. Conflicts: We have run a conflict check and identified no current conflicts.
Ready to proceed? Sign and pay the deposit to lock the engagement.
Preview — actions disabled in this sample
Sacramento, CA customers
Planar is rolling out to attorneys across Sacramento, CA.
Customer testimonials are surfaced here as the Sacramento, CA founding-customer cohort opens. In the meantime, every customer interaction — open, view, sign, pay, schedule — is captured as structured data to inform what we ship next.
Adjacent tools
Plays well with the attorneys stack in Sacramento, CA.
Most attorneys in Sacramento, CA already run on some combination of Clio Grow, MyCase, Smokeball, PracticePanther, Lawmatics, LawPay, DocuSign, NetDocuments. Planar replaces the proposal-and-deposit slice and lets the rest of the stack handle what it already handles.
FAQ
Common questions from attorneys in Sacramento, CA.
- What is Planar?
- Planar is a Claude-native deal surface for attorneys in Sacramento, CA. You draft your engagement letter in Claude using a Custom Connector, then open it as a live URL with signature, payment, and scheduling embedded on the same page. Planar replaces the workflow of exporting to PDF, attaching to email, sending a separate Stripe invoice, and managing e-signature in a fourth tool.
- How much does Planar cost?
- Planar has three tiers, billed per workspace (not per seat): Plus at $29/month ($23/month annual), Pro at $79/month ($63/month annual), and Studio at $199/month ($159/month annual). The Founder plan offers $29/month for 12 months on Pro features for the first 100 customers. A 14-day free trial is available without a credit card.
- Does Planar charge transaction fees on customer payments?
- No. Planar charges $0 in platform transaction fees on customer payments routed through Stripe Connect. Stripe's standard processing fees (2.9% + $0.30 in the US) still apply, but Planar takes no additional cut. This is verifiable by comparison: Ignition charges 1% + $0.30 per transaction on top of Stripe; Qwilr layers its own app fee; PandaDoc, Proposify, HoneyBook, and Better Proposals charge nothing extra (and neither does Planar).
- How does Planar compare to Clio Grow?
- Clio Grow is a well-established option in this category and continues to work for many attorneys. Planar's differentiation is fourfold: (1) drafting happens inside Claude, not in a Word-like editor; (2) recipients see a live HTML page rather than a PDF, with signature, payment, and scheduling embedded; (3) zero platform transaction fees on customer payments; (4) per-workspace pricing instead of per-seat, which keeps cost flat as the team grows. Where Clio Grow fits an existing workflow better, the two can coexist — Planar handles the proposal/engagement letter slice while Clio Grow handles whatever else it's already doing in the stack.
- Do I need to use Claude to use Planar?
- Planar is designed for Claude-native drafting and works best when installed as a Custom Connector in Claude. For users not yet using Claude, the dashboard at app.openplanar.com includes a web-based markdown draft form that produces the same Planar — same deal surface, same integrations, same engagement tracking. The web form is the floor; Claude-native drafting is the deeper experience.
- Does Planar replace DocuSign?
- Planar can replace external e-sign tools for inline agreements via native click-to-sign, which produces a deterministic signed PDF for the audit trail. For clients or jurisdictions that require an external e-sign envelope, Planar embeds DocuSign and Dropbox Sign as first-class providers on the Pro tier. You don't have to choose — you can offer both on the same Planar.
- Can I use my own domain?
- Yes. Planar Pro and Studio include custom domain support, so your Planars live at proposals.yourbusiness.com instead of a generic vendor URL. Plus customers use a subdomain on openplanar.com (e.g., yourbusiness.openplanar.com).
- Is the recipient required to create an account?
- No. Recipients open the Planar URL in any browser on any device. No login, no app install, no friction. Verification (for signing and payment) happens via magic link to the recipient's email. Senders see every recipient interaction — opens, sections viewed, button clicks — without the recipient needing an account.
- We use Clio Grow / MyCase / Smokeball.
- Those handle intake, matter management, and billing — Planar handles the engagement letter and retainer collection. Many firms keep their practice-management tool and add Planar for the engagement-letter slice.
- Engagement letters must be confidential.
- Every Planar can be password-protected on send. The link is unguessable; the password is set by the sender; the audit trail captures every access.
- Retainers go into IOLTA; standard Stripe billing isn't compliant.
- Planar supports Stripe Connect with the firm as the merchant of record. Where IOLTA segregation is required, the retainer routes to an IOLTA-linked Stripe account configured at the workspace level, or you can collect retainers outside Planar and use Planar for the engagement letter only.
- Is Planar available for attorneys in Sacramento, CA?
- Yes. Planar is a SaaS product available wherever Stripe Connect, DocuSign, and Cal.com / Google Calendar are available — which includes Sacramento, CA and all US states. Pricing is the same nationally; there are no metro-specific surcharges or restrictions. Attorneys based in Sacramento, CA can sign up at app.openplanar.com and open their first Planar within an hour.
Other metros
Planar for attorneys in nearby metros:
Ready to open your first Planar?
Add Planar as a custom connector in Claude. Draft a engagement letter for your next client in Sacramento, CA. Open it as a live URL in under sixty seconds.