Legacy App

How do I create a new contact and send the email invitation?

What is the difference between intake form view and client vault view?

confirmation of important and missing information, estate plan summary, client decisions worksheet, family wealth inventory, asset table

How do I create the CIMI?

How do I unlock a locked contact?

My spouse/partner and I are only using one email address.

Step by step guide on how to export to WealthCounsel

How do I export data to WealthCounsel?

How do I export data to Word or PDF?

How do I change the progress or phase of a client from intake>design>approved>drafting>signing>funding?

How do I change a client's phase?

How to download and install Google Chrome?

My credentials aren't working. What do I do?

How can I invite contacts to create a Legacy App contact account?

Christian Cruz

Contact Record

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.