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Creating Proposals
Propose cases directly to clients you'd like to work with.
How to Create a Proposal
- 1
Go to Invite Client
Dashboard → Invite Client
- 2
Enter Client Details
Provide their name and email address
- 3
Define the Case
Add case title, description, and proposed milestones
- 4
Send Proposal
Client receives an email to review and accept
When to Use Proposals
- • Working with existing clients you know
- • Following up on consultations
- • Formalizing verbal agreements