FILE REPUBLIC · Proposal Wizard
Answer the questions on the left. The proposal builds itself on the right. Download when it is right.
Load Maley's
Digital only, no legacy
Physical only, with legacy
Both, no legacy
Blank
Create & send this proposal
Create & send
1. The firm
who this is for
Firm name
Short name (used in sentences)
City
ABN / ACN
Primary phone
Address
Primary contact
Accounts email
required
Practice management system
LEAP
Smokeball
SOS
Other
Integration
2. Services in this proposal
what they take
Compliance Studio Physical
Compliance Studio Digital
Bundle Studio included
Safe custody documents
Bundles included over the term
Bundle standard rate ($)
3. Legacy archive
what they hold today
Firm has a physical legacy archive (boxes offsite or in the office)
Legacy boxes, total
Boxes identified for destruction
Boxes are with a third party storage provider
Provider name
Provider exit fee ($, quoted)
Destruction rate per box ($)
Destruction handling per box ($)
Monthly storage spend is known from discovery
Monthly storage spend ($)
Market rate per box per month ($)
Closed digital matters in the PMS (optional)
4. Commercials
from the Sales Calculator
Rate per new physical matter ($)
Rate per new digital matter ($)
Physical matters per month
Digital matters per month (0 = as processed)
Monthly amount override ($, blank = calculated)
Disbursement label
Collection weeks
Audit weeks
Destruction weeks
Live from week
5. People and proof
who signs it
Prepared by (BDM)
Proposal date
Customer Success Manager
CSM phone
CSM email
Firms using File Republic
Files under management
Download proposal
Save entries (JSON)
Load entries
Live preview