How do I invite my client to use a specific incorporation product?
You can invite your client to use a specific incorporation product from the workspace manager. This article will cover:
Related Information
How to send the invitation to your client
- Click Manage in the main navigation bar.
- Click Teams in the workspace manager sub-navigation bar.
- Click the Add menu and select Invite Someone.
- Enter the email address of the founder who will be completing the incorporation paperwork.
- Before you send the invitation, you have the option to prompt the founder to use a specific template. By default, this option is enabled. Keep this option enabled and select the incorporation product you’d like your client to begin with.
- If you’d like, you can also add colleagues to your client’s team and specify if they should be reviewers, observers, or both and on which document sets. If you’d like a colleague to be added to the incorporation paperwork you’re inviting your client to start, you can check the box for Incorporation to specify that these settings should apply to incorporation document sets.
Then click Send Invitation.
Related Information
Please see What’s the difference between reviewers and observers? to learn more about reviewers and observers.
What your client will see
- The founder will receive an email letting them know they’ve been invited to your workspace. Clicking Accept Invitation in the email will take them to their invitation.
- They can then click Accept to join your workspace.
If the founder doesn’t yet have an account with Clerky, they will need to create a password first.
- We’ll then walk them through some best practices for completing paperwork on Clerky.
- After your client clicks Continue, they’ll be prompted to start the incorporation document set.
- After they click Start Incorporation, they’ll be notified that their team will be automatically created after they complete the incorporation document set.
- Clicking Continue will bring them to the template preview, where they can see the name of the incorporation product and other details. From there, they can start the document set and follow the workflow to complete it.
