Matters prepared by your team that need a lawyer's sign-off before going out.
Pending invites
Client questionnaires you've sent but the client hasn't submitted yet.
Submitted intakes — awaiting your review
Client questionnaires that came in. Open one to review and convert it into an entity, or resume editing if anything's off.
Drafts in progress
Incorporations you've started but haven't filed yet.
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Invite a client to fill out an incorporation form
We'll generate a unique link tied to a new file number. Send it to the client by email or message —
they can fill out the form without creating an account. You'll be notified when they submit.