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FILE REPUBLIC · Proposal Wizard

Answer the questions. The deal prices itself as you type.
What the firm sees, built from your answers. To change a figure, go back to Stage 1.
Every number the client will see, and where it lands.
Record
Open a demo
Create & send this proposal
Questions firstAsk them on the call and answer them here: each fills its field in the cards below.
The deal

The legacy

That's fine, we bring the boxes across as part of the same agreement.
Sign and dates

Who signs, and who gets the invoices?

Is there a date that matters to you?

Your calls

Bundle Studio

Settlement options to show

The firm

What do you run?

The deal

Roughly how many new matters a month?

Do you still open a paper file for every new matter, for some, or are you all digital now?

Roughly how does that split: general matters, sale and purchase, wills and EPoA?

TypeRate ($)A month, if committedGeneral mattersSale and purchaseWills and EPoA
The legacy

Roughly how many boxes, or how many files?

Where are they?

Past retention: any boxes you'd destroy now?

Sign and dates

Who signs, and who gets the invoices?

Is there a date that matters to you?

Your calls

Bundle Studio

The firmWho this is for.
Off every per-matter rate at every firm, rounded to the dollar. The maximum is a Setting.
Pick a firm to edit it. Its details, services, matters and legacy are the fields below.
Editing firm 1 of 1
An email signature or the contact card from LEAP. We fill the fields; you check them. Clear
The dealWhat we are pricing.
Services
The deal
Physical matters
Leave the count blank to list the rate only. Every matter counts towards the monthly amount once it opens.
Digital matters
Matters opened a month, on average. A blank count lists the rate only, as processed.
Bundle Studio
Scan and reversal
Inclusions
Services
The deal
Physical matters
Leave at 0 if unknown. The threshold only ever arrives sooner.
Matters opened, averaged over the last two or three years. From the PMS.
The legacyWhat they hold today.
Legacy archive, Physical
Yes: destroyed by box on the firm's authority, no scan, no index. No: front cover scanned and indexed first.
Legacy archive, Digital
Handling
End of life
Legacy archive, Digital
Not now: only matters that close after signing and integration are governed. The closed matters already in LEAP stay where they are and can come across later on the same terms.
Legacy archive, Physical
Held plus at a provider. This is the figure the proposal shows.
Not in this deal.
Per box times the boxes at a provider, from the table.
The packHow it is presented.
Where the platform demo sits. The deck holds on a card while you demo, then picks up.
The ground of every slide, in the deck you present, the one you send and its PDF. The proposal does not change.
Urgency

These dates drive the close slide and page 7. Leave one blank and it is not shown.

Counter-signer for the order form
This person counter-signs the DocuSeal order form. The proposal shows the Customer Success Team, not a name.
Legacy Ingestion Value
Onboarding Rate
Monthly amount to the client, ex GST
Monthly amount to the client, inc GST
Inclusions value
Legacy boxes, total
Provider exit fee ($, quoted)
Bundles included over the term
Pricing
Waiting for the engine.

Check before you present

History

    LabelValueSourceWhere it lands