Organize, track and sign your client documents with tools you already have. No enterprise software, no monthly fees.
General business information, not legal, tax or IT advice.
Five numbered stage folders every client gets, identical every time, plus a naming rule that makes any file findable in seconds.
Step-by-step for Google Drive, OneDrive or SharePoint, and plain desktop folders with backups.
One row per document, with automatic Overdue, Due in 7 days and Renew soon flags. The spreadsheet is included.
What the law generally allows, low-cost ways to sign, and a routine that keeps one clean signed copy.
Ready-to-paste prompts for Gemini, Copilot, ChatGPT or Claude: fill templates from notes, file documents, chase invoices.
3-2-1 backups, how long to keep records, and who should have access to what.
The Client Hub sets up this whole system with all 16 SoloForms templates built in, a New client button, and a records index with automatic flags. Google, Microsoft & desktop and offline editions.
For freelancers and solo service businesses landing and running clients.
For consultants who price work in different ways: fixed fee, retainer, project or hourly.
Every SoloForms template, for when you want the whole set in one place.
