Legacy App

Import, export, integrate, migrate, move data

How do I import data from past clients?

The Elegant Data Model is a specific way to manage all estate planning data easily. The EDM concept comes to life in Legacy Architects.

What is the Elegant Data Model?

Use the visibility settings page to choose which intake fields to show or hide and which to make required or optional.

How do I show or hide fields on the intake form?

How do I clear browser history?

How do I find my static link to share with contacts to start the intake form?

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

Legacy Architects Orientation Videos

Christian Cruz

General Questions

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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.

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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.

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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.

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

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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.

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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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