Offices · Operations
Documents & Templates
Your practice's category and starter kit, the agreement templates the assembler fills, and every document, with whether its client can see it.
Included in Try · Starter · Business. From $29.00 a month. Building is free; you pay when your work goes live.
What you get
- The category chooses the kit: intake fields, consultation types, matter types, an engagement-letter template with the disclosure, a deliverable checklist.
- Write a placeholder as its name inside double braces and the assembler fills it from the record; the kit's template carries the disclosure.
- A document attached to a room is shared with that client unless you unshare it.