Setup note:
Client Portal links to your contract. It doesn't do the signing, so keep using whatever tool you already trust. This is just where your client finds it.

• Most signing tools (DocuSign, Adobe Sign, and others) give you a shareable link. Add it to the "Review and sign your contract" button so your client signs in their browser.
• Prefer email? Sign your usual way, then upload the signed PDF to using the Files module type.

Setup note:
Client Portal links to your contract. It doesn't do the signing, so keep using whatever tool you already trust. This is just where your client finds it.

• Most signing tools (DocuSign, Adobe Sign, and others) give you a shareable link. Add it to the "Review and sign your contract" button so your client signs in their browser.
• Prefer email? Sign your usual way, then upload the signed PDF to using the Files module type.

Setup note: Link your scheduling tool (Calendly, SavvyCal, and others all give you a link) so clients can book without the back-and-forth.

Setup note: Link this to wherever you invoice. You can drop in a payment link (Stripe and most invoicing tools give you one), or upload a PDF of each invoice.

Slack is best for quick questions and day-to-day updates. For approvals or changes to scope, please use email so we have a clear record.

These are the tools we use day to day. You don't need an account for all of them, but a free Figma and Loom login makes feedback much easier.

We keep your site updated, backed up, and secure, and include a set allowance of small changes each month. Billed monthly, cancel any time.

Send us a URL and within three working days you get a 15 to 20 minute screen recording walking through the page, plus a prioritised list of changes to lift conversions. One-off, fixed price.

Book a single hour and we'll spend it on a screen-share fixing, changing, or planning whatever you need most. Useful between projects or when something comes up.