Corelink Experts
Always working. Never missing. — Client Records System
New client
Invoices
Find documents
Connection
Client details
The basics — you can leave anything blank and fill it in later.
Business name
Contact name
Email
Phone / WhatsApp
Address
Pricing tier
Local (INR)
Global (USD)
Target date
Notes for the AI drafting step (industry, pain points, anything specific)
Next: choose services →
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
← Back
Next: choose documents →
Which documents do you need right now?
Tap any document below to toggle it — select just one, a few, or all six.
← Back
Next: review before anything is made →
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
← Back, change something
✓ Confirm — generate these documents
Documents generated
Nothing else has happened — no emails sent, no accounts changed. Download the files below.
+ Start another client
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
↻ Refresh
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
Any
Agreement
Invoice
Document number
Status
Any
Unpaid
Paid
Search archive
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)
Test connection
Save connection
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
Test connection
Save connection