Corelink Experts — New Client Intake

Clients

Invoices

Agreements sent for signature

Client details

The basics — you can leave anything blank and fill it in later.

Business name Contact name

Email Phone / WhatsApp

Address

Pricing tier Target date

Notes for the AI drafting step (industry, pain points, anything specific)

Which services is this client getting?

Select everything that applies — this decides pricing, pilot eligibility, and which intake checklist sections are included.

Pilot or paid build?

Foundation-only selections can go on the free 3-day pilot. Anything with Intelligence, Business, or Enterprise services is a paid build automatically.

Free 3-day pilot (Foundation only)

Setup fee Monthly retainer

Which documents do you need right now?

Tap any document below to toggle it — select just one, a few, or all six.

Review before anything is generated

Nothing has been created yet. Check this over, then confirm.

Client

Services selected

Payment path

Documents to generate

Data that will be sent to the generator

Documents generated

Nothing else has happened — no emails sent, no accounts changed. Download the files below.

Invoices

Every invoice generated by this system. Marking one paid also updates the archived copy in the Google Sheets index (when the n8n connection is on).

Number	Business	Milestone	Amount	Status	Created

Find archived documents

Searches the archive index (agreements + invoices stored by n8n). Leave everything blank and search to list the latest records.

Business name (contains) Document type Document number

Status

Number	Type	Business	Status	Archived	File

n8n connection

Where archived agreements + invoices are sent. The token is stored server-side only — the browser never gets it back, just whether one is saved.

Webhook URL — the production URL of the "Records In" webhook Shared token (leave blank to keep the current one)

DocuSeal e-signature

Self-hosted e-signature for the Service Agreement. The API key is stored server-side only — the browser never gets it back, just whether one is saved.

DocuSeal URL API key (Settings → API in DocuSeal) — leave blank to keep the current one

Email sign-in codes (2FA)

When set, admin sign-in requires a 6-digit code emailed to corelinkexperts@gmail.com. Reuse the same Gmail App Password DocuSeal uses. The password is stored server-side only — never shown back. Leave blank to keep sign-in password-only.

SMTP host SMTP port

SMTP username (the Gmail address) Gmail App Password (16 chars) — leave blank to keep the current one

Change admin password

Requires your current password, and — once email sign-in is set up above — a confirmation code sent to the admin inbox before it takes effect.

Current password New password (min. 8 characters) Confirm new password