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Retainer Agreements

Convert PDF retainer and engagement agreements into interactive web forms. Pre-fill fee schedules, route sequential signatures, and automate renewal reminders.

Live DemoUpload your own PDF or test a sample below
PDF up to 25 MB (25 pages max)
Choose a PDF to test live

or drag and drop any PDF here to detect fields automatically

No account required · Test your web form, switch languages, and download the filled PDF

Try it with a sample form:
18 SUPPORTED LANGUAGES
Form in theirs, PDF in yours
ENCRYPTION
AES-256-GCM at rest
SIGNATURES
ESIGN & UETA audit trail
ACCESSIBILITY
Built to support WCAG 2.1 AA
Two-Way Translation

They fill out the form in their language. Your PDF comes back in yours.

Your PDF's questions appear in the respondent's language on the web form. Their written answers are translated back into English before the PDF is filled, so your staff never translates responses by hand.

  • Respondents choose from 18 supported languages (active languages depend on your plan).
  • Both the original answer and the English translation are saved on an addendum page.
  • Answer translation is optional and off by default.

Legal & Financial Workflow

Works automatically with your existing Retainer Agreements PDF in every language your workspace has active.

English ↔ EspañolRetainer_Agreements.pdf
  1. 1. Your PDFEN

    Field: “Scope of Services & Deliverables”

  2. 2. Web FormES

    Question: “Alcance de los servicios y entregables”

    Answer: “Auditoría mensual de contabilidad y cierre financiero trimestral”

  3. 3. Your Filled PDFEN

    Filled: “Monthly bookkeeping audit and quarterly financial close”

    Addendum: “Auditoría mensual de contabilidad y cierre financiero trimestral” (original answer)

01 / HOW IT WORKS

Your PDF in, completed PDF out.

ToWebForm converts your existing paper documents into mobile-friendly web forms, then fills every submission back into the original PDF layout.

STEP 01ANY PDF

Upload your PDF

Scanned or fillable: every text box, checkbox, date and signature line is detected for you.

STEP 02BUILDER

Review your web form

Rename, reorder or add fields in the drag-and-drop builder, then publish.

STEP 03ANY DEVICE

Share it

Send a link, text it by SMS, print a QR counter card, or embed it on your website.

STEP 04ORIGINAL LAYOUT

Get completed PDFs

Each submission is filled into your original PDF and saved to your dashboard, with an optional email that links to the download.

02 / PLATFORM CAPABILITIES

PDF to web form software for clinics, schools, local government and offices

Built for operations teams, law firms, property managers, clinics, schools, and local government that require multi-document Smart Packets, bidirectional translation, encrypted storage, and document fidelity.

Fill in your details once for several documents

Smart Packets

Bundle 2 to 6 PDFs into one mobile link and optionally link repeated name, contact, and signature fields so clients answer once. Outputs both individual sealed PDFs and a combined Master Packet PDF.

Respondents answer in their language; you read it in yours

18 supported languages & bidirectional PDF translation

Respondents choose from 18 supported languages (active languages depend on your plan), including right-to-left Arabic and Urdu, with automatic browser language detection. Foreign-language answers are translated into your PDF’s language before stamping, with both versions preserved on the addendum.

Collect signatures in order by email or text

Multi-Signature Workflows

Route agreements sequentially via email or SMS so each signer only fills their assigned fields. The PDF is flattened after every signature and delivered to all parties upon execution.

Encrypted before it's stored

AES-256-GCM encryption

Encrypted at rest using AES-256-GCM before touching storage, or enable Zero-Storage Fill & Download Mode on the Team plan to generate and download official PDFs 100% in memory with zero PII retained.

Fill & Download: no respondent data stored

Team plan

Respondents fill out the web form and download the completed PDF to their own device. Nothing they enter is saved.

Built to support WCAG 2.1 AA

Accessibility infrastructure

Built to support WCAG 2.1 AA accessibility standards. Includes semantic labels, ARIA attributes for assistive technology, and a dedicated overrides panel for fine-tuning.

ALSO BUILT IN:
  • Workspaces & Portfolio Analytics
  • Drag-and-Drop Builder
  • Encrypted Staff Notes
  • QR Counter Cards
  • Website Form Embedding
  • Smart Address Autocomplete
  • Bulk CSV Export
  • Digital Certificate (PKCS#7 Seal)

03 / DOCUMENT WORKFLOW · LEGAL & FINANCIAL

How Teams Digitize Retainer Agreements

Built for:Legal operations teamsCPA and accounting firmsFinancial advisory practicesPR and marketing agenciesSpecialized consultancies

Onboard Clients Faster with Interactive Retainer Agreements

When a prospective client is ready to engage your firm, every hour spent struggling with a static PDF engagement letter risks losing momentum. ToWebForm converts your existing PDF retainer agreement into a responsive web form where your team pre-fills scope and retainer amounts and the client signs from any phone, tablet, or computer.

Pre-Filled Fee Schedules, Sequential Signing, and Encrypted Storage

Combine the authority of your firm's official PDF document with a frictionless client onboarding experience:

  • Currency Fields and Click-to-Stamp Initials: Capture retainer deposits, hourly rate acknowledgments, and clause-by-clause initials on a touch-friendly interface.
  • Multi-Party Sequential Routing: Route the engagement letter from the primary client to co-signers and your managing principal in order, flattening the PDF after each signature.
  • Multilingual Client Support: Present form prompts in up to 17 languages for international or bilingual clients while stamping translated open-text answers onto your primary PDF.

Monitor Retainer Values and Annual Renewals

Track active retainer values and expiration dates in the Contracts dashboard, review a 25-term cited executive overview of every executed agreement, and receive automated renewal alerts at 30, 7, and 1 day before term end.

WORKFLOW COMPARISON

Static Paper PDF vs. Digital Retainer Agreements

How converting your Retainer Agreements PDF into a responsive web form upgrades every step for legal & financial teams and respondents.

Workflow StepStatic PDF / PaperToWebForm Digital
Mobile Completion ExperiencePinching, zooming, or printing and scanning an 8.5x11 Retainer Agreements PDF on a phone.
Responsive single-column web form with Dual-View PDF preview, SMS links, and QR counter cards.
Smart Packets, Deduplication & OverflowTyping the same name, address, and signature repeatedly across multi-page PDFs or multi-form packets, while longer text gets cut off.
Answer Once, Stamp Everywhere deduplication across pages and Smart Packets, exact coordinate stamping onto your Retainer Agreements PDF, and automatic overflow addendum pages.
Signatures, Security & Audit TrailUnverified email attachments stored in plaintext inboxes without a cryptographic audit trail.
AES-256-GCM application-layer encryption, optional Zero-Storage Fill & Download mode (no PII retained), PKCS#7 / X.509 binary PDF seal, and ESIGN/UETA audit trail.
Post-Signature Renewal TrackingManual spreadsheets, buried PDF files, and missed auto-renewal notice deadlines.
Centralized Contract Vault with extracted key terms, verbatim clause quotes, and 30/7/1-day alerts.

Ready to go paperless?

Upload your existing Retainer Agreements PDF or bundle 2 to 6 documents into a Smart Packet where clients answer shared fields once.

Sign up for free

No credit card required

Smart Packets & Deduplication

Answer shared fields once across pages & bundles

18 Supported Languages & PDF Translation

Form in their language, completed PDF in yours

Encrypted or Zero-PII Mode

AES-256-GCM at rest or stateless Fill & Download

Built to support WCAG 2.1 AA

Semantic labels & ARIA overrides

Sequential Signing & Renewals

Route signers in order and track expirations

05 / CONTRACT LIFECYCLE & ROUTING

Sign, import, and track every contract

Send contracts for signature or upload existing signed PDFs, then keep every agreement, expiration date, value, and renewal in one place. Get automated expiration reminders at 30, 7, and 1 day out, plus an internal summary with source quotes for every agreement.

See how contracts work

03 / PRICING & PLANS

Simple, transparent pricing

Start free with unlimited submissions. Upgrade when you need more forms, languages or signers; your forms carry over.

Free

FREE

Try ToWebForm on your own paperwork. Convert PDFs into mobile web forms with signatures and single-language translation.

$0/ month

Free forever · No credit card required

  • Up to 2 forms & unlimited submissions
  • Accessible web forms built to support WCAG 2.1 AA
  • Signature fields and ESIGN consent included
  • 1 translated form (1 language, answers translated back to PDF)
  • Website embedding, QR cards, & auto-fill repeated fields
  • 1 user seat · 15 MB encrypted storage
Start free

Starter

RECOMMENDED

For solo practices and small offices replacing paper clipboards with unlimited forms and multi-form Smart Packets.

$15.20Original price: $19/ month20% OFF

14-day free trial · 20% off for life · Cancel anytime

  • Everything in Free, plus:
  • Unlimited forms
  • Up to 5 translated forms (2 languages)
  • Smart Packets (bundle multiple forms into 1 link)
  • Smart Address Autocomplete & custom email notifications
  • 1 GB encrypted storage
Start 14-Day Free Trial

Pro

For clinics, service businesses, and agencies sending contracts that both sides sign, with multi-language forms and sealed audit trails.

$39.20Original price: $49/ month20% OFF

14-day free trial · 20% off for life · Cancel anytime

  • Everything in Starter, plus:
  • Unlimited translated forms (5 languages) with bidirectional translation & Bilingual Verification Log
  • Multi-signer routing & contract renewal reminders
  • Digital Certificate (PKCS#7 seal) & legal signing record
  • SMS signing invites & AI contract overview
  • 10 GB encrypted storage
Start 14-Day Free Trial

Team

For multi-staff or multi-location organizations that need team seats, separate workspaces, custom domains, and white-label branding.

$79.20Original price: $99/ month20% OFF

14-day free trial · 20% off for life · Cancel anytime

  • Everything in Pro, plus:
  • 5 user seats included ($10/mo per extra seat)
  • 12 translation languages
  • Zero-Storage Fill & Download Mode (No PII Retained)
  • Multiple workspaces & organization-wide dashboard
  • Custom subdomain (forms.yourcompany.com) & white-label branding
  • Role-based access control & 100 GB encrypted storage
Start 14-Day Free Trial
*Founding Member offer terms

Limited to the first 100 paid subscribers. The 20% Founding Member discount is automatically applied at checkout and remains active for the lifetime of your continuous, uninterrupted paid subscription (including when upgrading or downgrading between paid tiers). Discount applies to recurring monthly subscription fees and does not apply to one-time purchases such as SMS top-up packs. If a paid subscription is canceled and reaches the end of its billing cycle without renewal, or is terminated due to non-payment, the promotional discount is permanently forfeited. See full Founding Member Promotional Terms.

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PLATFORM COMPARISONS

Comparing Legacy Tools for Legal & Financial?

See all 10 comparisons
VS. DOCUSIGN

ToWebForm vs. DocuSign

Switch from DocuSign to ToWebForm. Eliminate per-envelope overage fees, turn static PDFs into multilingual mobile-first web forms, and track contract renewals.

View comparison matrix
VS. PANDADOC

ToWebForm vs. PandaDoc

Switch from PandaDoc to ToWebForm. Keep your exact legal, government, and industry PDF layouts without rebuilding templates in a proprietary web editor.

View comparison matrix
VS. IRONCLAD

ToWebForm vs. Ironclad

Get enterprise-grade AI contract extraction, verbatim clause citations, external contract uploads, and renewal alerts at flat monthly SMB pricing with ToWebForm.

View comparison matrix

06 / TECHNICAL FAQ

Frequently asked questions

Answers on PDF coordinate mapping, multilingual translation, AES-256-GCM encryption, accessibility infrastructure, and contract workflows.

Need technical documentation?

Browse step-by-step guides on the builder, SMS delivery, custom domains, and contract workflows.

Visit Help Center →Contact Support
01How do I convert a PDF Retainer Agreements into a mobile-friendly web form?
Upload your existing Retainer Agreements PDF to ToWebForm. Every page is analyzed to map text inputs, checkboxes, date pickers, tables, and signature lines at their exact coordinates, and repeated fields across multi-page PDFs or multi-form Smart Packets are linked automatically so respondents answer shared questions once. You can share the responsive web form link with Legal operations teams and CPA and accounting firms via email, SMS, or QR code, and every submission is stamped directly onto your original Retainer Agreements layout.
02How are completed Retainer Agreements submissions signed, encrypted, and delivered for Legal & Financial teams?
When a respondent submits your Retainer Agreements web form or multi-document Smart Packet, all sensitive answers and file uploads are encrypted at the application layer using AES-256-GCM before storage. Signed documents are sealed with a tamper-evident PKCS#7 / X.509 digital signature and an ESIGN/UETA audit trail page, then delivered via a time-limited signed link to your dashboard alongside bulk CSV export.
03Can I route Retainer Agreements to multiple signers in order and track renewal dates?
Yes. Assign fields on your Retainer Agreements to specific signer roles so ToWebForm routes private signing links sequentially by email or SMS, or bundle Retainer Agreements into a Smart Packet with onboarding forms. Once executed, contract overview terms and expiration dates are extracted into your Contract Lifecycle Vault with automated 30, 7, and 1-day renewal reminders.
04How do I convert a scanned or fillable PDF to a web form?
Upload any flat scanned PDF or interactive AcroForm (up to 25 MB and 100 pages) to ToWebForm. Every page is analyzed to map text boxes, checkboxes, tables, date pickers, and signature lines with their exact coordinates, and you can continue working in your dashboard while long documents transform in the background. Adjust the layout in the drag-and-drop builder and publish immediately.
05Can respondents fill out forms in other languages, and what language appears on the completed PDF?
Yes. Respondents can choose from 18 supported languages (active languages depend on your plan), and ToWebForm automatically matches the respondent’s browser language (including right-to-left layout for Arabic and Urdu). On every plan, including Free, open-ended answers typed in another language are translated into your PDF’s original language before stamping onto the document, and both the mapped translation and the signer’s exact original text are preserved on the addendum page.
06Can I bundle multiple PDFs into one link so clients do not re-type their name and sign repeatedly?
Yes. With Smart Packets and automatic field deduplication, you can bundle 2 to 6 forms into a single mobile wizard link (or upload a single multi-page PDF with repeated fields). Overlapping fields like Full Name, Email, Phone, Address, and Signature are automatically merged so your client answers them once and signs once at the end. ToWebForm stamps their answers onto every linked coordinate across all pages and generates both individual sealed PDFs and a combined Master Packet PDF.
07Is the web form accessible (ADA/WCAG)?
ToWebForm is built to support WCAG 2.1 AA. Generated forms include semantic labels and ARIA attributes for assistive technology, proper heading hierarchy, and a dedicated accessibility overrides panel for fine-tuning.
08How do I share a form or route a multi-signer agreement?
Share public forms via direct link, website embed, QR code, printable reception counter card, or SMS text message. For agreements that require multiple signatures, assign fields to each signer role and route private signing links sequentially by email or SMS.
09Can I embed a web form directly on my website?
Yes. Every published form includes a copy-paste website embed snippet that works with WordPress, Webflow, Squarespace, Wix, and custom HTML sites. The default responsive embed automatically adjusts its height as visitors fill out fields and sign so there are no double scrollbars, and a standard script-free iframe option is also included for portals that restrict inline scripts. Website embedding is included on all plans, and the Team plan removes the Powered by ToWebForm footer for a white-label embed.
10Is my data ever used to train external models?
No. Your uploaded PDFs and encrypted form submissions are never used to train any models. All sensitive respondent data is encrypted at the application layer with AES-256-GCM before storage.
11How do you protect accounts if a password is stolen?
Turn on two-factor authentication in Settings: signing in then also needs a 6-digit code from an authenticator app on your phone, with backup codes if you lose it. You can remember a trusted device so it does not ask every time. Owners and admins can require it for their whole team and choose how long devices are remembered. Accounts that sign in with Google or Microsoft are protected by that account's own security.
12Can respondents fill out a web form and download the official PDF without our organization storing their PII in the cloud?
Yes. On the Team plan, you can switch any form to Fill & Download Official PDF Only (Zero-PII Storage Mode). Respondents fill out the mobile-friendly web form in any enabled language, and ToWebForm translates (if enabled) and stamps their answers onto your original PDF coordinates entirely in memory, streaming the completed PDF directly to their browser without saving any respondent PII in the database.
13How do contract expiration reminders work?
Owners and admins get an email 30, 7, and 1 day before a signed contract expires. Set the expiration date when you send the contract, or edit it later on the Contracts dashboard.
14Can I upload contracts that were signed outside ToWebForm?
Yes. Upload any executed PDF contract up to 25 MB and 100 pages to track its expiration date, contract value, and key terms alongside agreements signed in ToWebForm, with reminders before it expires.