monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Turn completed client intake into a welcome email and flag missing details.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Send each new client their project scope and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Confirm the signing request and share its link in the project.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.