Ready-to-use templates.
The documents to request, with their rules and reminders. We add them to your workspace with you.
Accountant — Monthly collection
The month’s documents, requested automatically from each client on the 1st.
5 documents · View templateAccountant — Year-end accounts
The accounting documents for the fiscal year-end close.
5 documents · View templateAccountant — Company formation
The company registration file, with one participant per partner.
5 documents · View templateAccountant — Vehicle purchase
The documents to capitalize and track a company vehicle.
5 documents · View templateLawyer — New client file
Client intake and the first documents of the case.
5 documents · View templateLawyer — Divorce file
The documents needed to open divorce proceedings.
6 documents · View templateNotary — Property sale, seller
The documents to gather from the seller before the compromis de vente (preliminary sale agreement).
5 documents · View templateNotary — Estate settlement
The documents to gather from the heirs.
6 documents · View templateReal estate — Tenant file with guarantor
A document list that complies with the French decree on permitted tenant documents.
8 documents · View templateReal estate — Listing agreement
The seller’s documents before the property goes on the market.
6 documents · View templateHR — Employee onboarding
Everything you need before day one.
7 documents · View templateCertification — Audit preparation
Documentary evidence, requirement by requirement.
6 documents · View templateBanking and brokerage — Individual KYC
Know your customer, checked on upload.
4 documents · View templateInsurance — Borrower insurance
The application file, timed to the loan signing.
4 documents · View templateTraining — Enrollment
The trainee’s file before day one.
4 documents · View templateDue diligence data room
A resource ready to publish, with access per party.
View templateMulti-site quality system
The manual and procedures, up to date across all sites.
View templateSend under confidentiality terms
A business plan, proposal or creative work, sent without drafting an NDA.
View templateSending documents to opposing counsel
Disclosure of documents with proof of delivery and proof of content.
View templateCandidate file handoff (30 days)
A candidate’s file sent to a manager, then deleted.
View templateThe most requested documents, ready to go.
Formats, page count and validity date set for each one.
We build yours during onboarding, with your documents and rules.