Voice-to-receipt workflow

Turn client calls into signed receipts

90 seconds. No contracts needed. Just a link you send after every client call — by WhatsApp or email.

E-SIGN compliant · GDPR ready · No credit card

Recording voice note...
Built for teams that close deals on calls
Creative AgenciesFreelancersConsultantsMarketing TeamsSolo OperatorsWeb StudiosVideo ProductionDesign AgenciesCreative AgenciesFreelancersConsultantsMarketing TeamsSolo OperatorsWeb StudiosVideo ProductionDesign Agencies
Built for agencies & freelancers
OTP-verified sign-off
Call transcription included
SOC 2 Type II infrastructure
E-SIGN / UETA compliant
GDPR Ready
How it works

From voice to signed. In 90 seconds.

01

Take the call

Talk to your client as normal. ClarAccord captures everything — voice, WhatsApp, or Zoom.

02

AI builds the receipt

Scope, budget, deliverables, and deadline — extracted automatically. No typing.

03

Client signs in one tap

They receive a link. OTP-verified. Binding. No account needed.

Try it — no signup

Paste a conversation. Watch it become a signed receipt.

Paste a client conversation or use our sample:

90 seconds end-to-endOTP verifiedBinding record
0%
Sign-off rate — clients acknowledge within minutes
0s
End-to-end from call to signed receipt
0
Simple steps: capture, review, send for sign-off

From voice to receipt

Scroll to see the workflow

1

Take the call

Answer your client call or open a WhatsApp thread. ClarAccord is ready to capture everything as it happens.

2

AI listens & transcribes

Our AI processes the conversation in real time, extracting scope, budget, deliverables, and deadlines automatically.

3

Receipt auto-generates

A structured receipt drafts itself with all key details — no manual copying, no typing, no forgetting what was said.

4

OTP sent to client

Your client receives a secure link over email or WhatsApp, plus a one-time code to review and acknowledge instantly.

5

Signed & documented

Binding sign-off in seconds. The receipt is locked, timestamped, and stored forever — dispute-proof and audit-ready.

Workflow complete
Try it free

Built to close the gap between spoken and signed

Everything you need to turn verbal agreements into binding receipts — by email or WhatsApp, without contracts, without complexity.

Conversation receipts

After every call or WhatsApp thread, generate a structured receipt with scope, deliverables, budget, and due dates. Clients see exactly what was agreed — nothing more, nothing less.

Receipt preview#CA-8392
Client
Acme Creative Co.
Scope
  • Website redesign — 5 pages
  • Mobile responsive — all breakpoints
  • CMS integration (Sanity)
  • 2 rounds of revisions
Budget
$4,500
Due
Jun 15, 2026
Sign-off code8392

OTP sign-off

Clients acknowledge with a one-time code — no accounts, no passwords, no friction. Binding confirmation in seconds.

Scope & budget tracking

Every receipt locks scope, deliverables, and budget in writing. Disputes drop. Projects start aligned.

Visual attachments

Attach screenshots, mockups, and reference files. Schedule delivery and keep everything in one thread.

WhatsApp integration

Clients text or voice-note you on WhatsApp? Turn those conversations into structured, AI-drafted receipts — same sign-off flow, zero friction.

Signed PDF & audit trail

Every acknowledged receipt is timestamped, IP-logged, and downloadable as a clean PDF — a clear record of exactly what was agreed if a dispute ever comes up.

The average agency loses 15% of project value to undocumented scope changes

That's real money walking out the door after every client call. See what ClarAccord saves you.

240
$500$25,000
Monthly scope creep loss
$3,600
ClarAccord cost
$29/mo
Your net savings
$3,571
Every month. No contracts. Cancel anytime.

What teams are saying

Completely eliminated the 'that's not what we agreed on' conversations. Every call ends with a receipt.

CD

CD

Creative Director

I send a receipt before I even hang up. My clients love it.

FD

FD

Freelance Designer

We used to write follow-up emails for 20 minutes after every call. Now it's automatic.

AO

AO

Agency Owner

There's a gap between transcripts and contracts

DocuSign is for lawyers. Otter captures everything but confirms nothing. ClarAccord fills the space between — lightweight agreements clients actually use.

Time to sign
DocuSign
2-3 days
Otter.ai
Never signs
ClarAccord
90 seconds
Format
DocuSign
20-page PDF
Otter.ai
8-page transcript
ClarAccord
6 bullet points
Client friction
DocuSign
Create account + sign 7 places
Otter.ai
None
ClarAccord
Enter 4-digit code
Legal weight
DocuSign
Heavy — legally binding
Otter.ai
Zero
ClarAccord
Binding acknowledgment
Scope clarity
DocuSign
Buried in legalese
Otter.ai
Raw conversation dump
ClarAccord
Structured bullets with budget & dates
Free tier
DocuSign
3 envelopes/mo
Otter.ai
300 min/mo
ClarAccord
5 receipts/mo — always free
Voice to agreement
DocuSign
No
Otter.ai
Transcribes only, no agreement
ClarAccord
Voice → receipt → signed in 90s

Frequently asked questions

Send receipts after every client call

No credit card. No setup time. Just a link you send to clients after every conversation.

No credit card · 5 free receipts every month · 2-minute setup · works with WhatsApp, phone & Zoom