How does it work?
The Proposal – Key elements
A list of services – includes name, description, chargeable amount and frequency of payment.
Sign up forms – “Individual clients” or “Corporate Clients” each will require different type of information.
Documents to sign – Engagement letter, terms of business, T&Cs and any other document that are required to be approve or sign.
Invitation to the portal – Client will be able to login and complete the process.