Sample run · fictional client
New client onboarding
Add a client once: a proposal is drafted, the contract is filed and sent for signature, the amount goes to Collections and a welcome email waits for you.
- A new client is added · freeAdd a client here or share an intake link. Their details flow into every step.
- Draft a proposal · 10 creditsProposals Agent drafts a proposal for the client from the notes. It stays a draft for you to share.
- Add the contract to the vault · freeLegal Desk files the contract with the client, value and renewal so nothing is lost.
- Send for signature · 5 credits · asks you firstDocs turns the contract into a PDF and sends it to the client, then you. Signed copies are emailed to both.
- Add the amount to Collections · freeCollections adds the amount as a due in 7 days and sends polite reminders from then, each waiting in Approvals.
- Welcome email with portal · freeDrafts a welcome email with the client portal link. It waits in Approvals.