MyDocSafe Proposals let you automate the way you sign up new clients. Key elements of Proposals include:

1. A list of services - including name, description, chargeable amount and frequency of payment.

2. Sign up forms - you can define as many as you need but you can only use one form per proposal. For example, you can create a form for "Individual clients" and "Corporate clients", each requiring different type of information.

3. Documents to sign - you can define as many as you need and use more than one per proposal. For example, you can define your engagement letter, terms of business, T&Cs and any other document you require your client to approve or sign.

4. ID verification (this is currently in construction)

5. Payments.

When you assemble and send a proposal, MyDocSafe generates a bespoke portal with buttons that correspond to forms and documents you picked and send an invitation to that portal to your client. The client can login and complete the process. If they need to leave the process half way because of missing information they can do that without losing any of their work. Form data will be saved in a draft form allowing your client to complete the work later.