By Template
This Workbase + 2x Apps is an example of how you can set up a database to collect and organize client data for easy use in document automation.
This Workbase includes: - Intake App: a simple, two-page online form for collecting a client's contact info. - Engagement Letter App: allows you to click on a row of data (i.e. a client's contact info) and use it to populate an engagement letter .docx template
Total cost
