Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Keep new client welcomes moving and alert the account owner to gaps.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Send new clients a welcome that reflects their signed scope.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.