For accounting firms
Contract management for every client – from one login
Many clients expect their accounting firm to keep an eye on their agreements. Licens lets you follow up deadlines and costs for many clients, each in its own separate organisation.
A natural add-on service – as long as it isn't manual
The accounting firm sees the supplier invoices and often knows before the client that a cost has gone up. Many firms therefore offer to keep track of clients' agreements and flag important deadlines. The trouble is that it quickly becomes one spreadsheet per client and a handful of calendar reminders that don't survive a colleague leaving.
In Licens, every client is its own organisation. As an adviser you can be a member of many organisations and switch between them, while the client's own staff only see theirs. Data is isolated at database level, so there's no risk of one client seeing another's agreements.
Built for working across clients
Multiple organisations per user
Switch between clients without logging out and in.
Roles per client
Be an admin for one client and a viewer for another.
Import per client
Load a client's existing agreement list from Excel with a dry run.
Reminders to the right person
Make the client's contact the owner and yourself the deputy – or the other way round.
Reports to pass on
Export costs and deadlines to Excel for the client meeting.
Full export
The client can receive all data and documents as a zip if you part ways.
How to set it up
Create one organisation per client
Each client gets its own separate space.
Import or register agreements
Use the client's spreadsheet or invoice history as a starting point.
Agree who does what
Decide whether the firm or the client makes the call when a reminder arrives, and set owner and deputy accordingly.
Questions from accounting firms
Which plan suits a firm?
Business is designed for larger organisations and accounting firms, with unlimited agreements. See the pricing page for details.
Who is the controller of the client's data?
The client (or whoever created the organisation) is normally the controller, and Licens is the processor. We offer a data processing agreement. Clarify roles between your firm and the client in your own engagement terms.
Can the client log in and see their agreements?
Yes, if you invite them. You choose their role, such as viewer or editor.
Can I see deadlines for all clients at once?
Each organisation has its own overview and reminders. Your private calendar feed makes it easy to see the deadlines you're responsible for in one calendar.
What happens to the data if the client changes firm?
The organisation belongs to the client. All data and documents can be exported, and the whole organisation can be deleted on request.
Try Licens free for 14 days
You get every Pro feature during the trial, and you don't need a card to start. Add your first agreements in a few minutes and see which deadlines are coming up.