Legacy Build Intake | Simplicity Solutions
A secure, branded client onboarding and project management platform for consulting businesses.
Pages
Admin Dashboard
Sign Contract
Contracts
Contract Detail
Efficiency Audit
Intake Responses
Legacy Dashboard
Session Recaps
Brain Dump
Coaching Journal
Coaching Resources
Action Tracker
Help Add To Home Screen
Client Tasks
Client Documents
Client Invoices
Client Feedback
Book Meeting
CRM
CRM Analytics
CRM Automation
Calendar
Calendar Types
Client Detail
Client Portal
Clients
Contract Templates
Invoices
Project Detail
Projects
Settings
Social Media Planner
Task Templates
Tasks