Marketplace · 14 templates
Freelancers and professional services
14 templates to collect documents (personal tax return, architect, design and building permit, lawyer, new case…): the list is ready, you add the people, reminders are automatic.
The 14 templates
Personal tax return
The accounting firm to the client
Architect, design and building permit
The architect to the client
Lawyer, new case
The lawyer to the client
Coaching kickoff
The coach to the client
Company-funded coaching or training
The coach to the company
Bailiff's report
The bailiff to the client
Wealth adviser onboarding
The wealth adviser to the client
✦ PremiumConsulting project kickoff
The consultant to the client
Accountant, annual accounts
The accounting firm to the client
Accountant, new client
The accounting firm to the client
Freelancer onboarding by a platform
The platform or agency to the freelancer
Surveyor, boundary marking
The surveyor to neighbours
Notary, estate settlement
The notary to heirs
Certified translation
The translator to the client