Getting Started
Start here for the shortest path to a branded onboarding flow that clients can c…
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Browse setup guides, workflow tutorials, and step-by-step articles for SwiftChecklist. Covers workspace configuration, client portal branding, checklists, e-signatures, Stripe payments, team collaboration, and automation rules.
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Clients
Keep each client tied to a single source of truth so documents, messages, and pr…
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Checklists
Structure the minimum set of tasks a client must complete before your team can c…
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E-Signatures
Add agreement checkpoints without forcing the client to leave the onboarding flo…
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Payments
Request retainers or upfront payments at the point where the client has enough c…
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Team
Assign clear owners for intake, review, and follow-up so client work does not st…
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Automations
Use Rules and Playbooks to eliminate repetitive manual steps so your team focuse…
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Integrations
Keep SwiftChecklist aligned with the systems your team already uses for communic…
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Frequently asked questions
Quick answers to common questions about SwiftChecklist.