The AI Builder lets you describe your onboarding workflow in plain English and get a complete checklist draft back in seconds. Instead of building from a blank canvas, you start with a structured draft and refine it.
Plan note: The AI Builder requires Pro or above. Pro accounts get 25 AI-generated checklists per month. Firm and Enterprise have no monthly limit.
How to use the AI Builder
From the Checklists page:
- Click New Checklist
- Select Generate with AI
- In the prompt panel that appears, describe the workflow you want to build
Writing a good prompt
The clearer your description, the more accurate the output. Include:
- The type of engagement or service (e.g., "new accounting client setup," "estate planning intake," "consulting project kickoff")
- The key steps the client needs to complete (e.g., "fill in an intake form, upload two years of tax returns, sign an engagement letter, pay a $2,500 retainer")
- Any specific field types you need (e.g., "include a date picker for the desired start date" or "require a signature on an engagement agreement")
- Your industry, if it is not obvious from the description
Good prompt example:
"New client intake for a small law firm's estate planning practice. Client needs to complete a personal information form (name, DOB, address, marital status, dependents), upload their most recent will if they have one, sign an engagement letter, and pay a $1,500 retainer. Keep it under 8 steps."
Poor prompt example:
"Client onboarding"
- Click Generate. The AI takes a few seconds to produce the checklist.
Reviewing the AI output
After generation, a preview panel shows the proposed checklist structure: sections, field types, labels, and instructions.
Review the output for:
- Missing steps — did the AI leave out something important?
- Extra steps — did the AI include something that is internal-only or not needed from the client?
- Field type accuracy — are file upload fields used where you need actual uploads? Is the signature field in the right place?
- Client-readable labels — are the field labels clear to someone who has never dealt with your firm before?
Saving and editing
If the structure looks right, click Save to Builder. The checklist opens in the full builder where you can:
- Edit any field label or instructions
- Reorder fields by dragging
- Add or remove fields
- Set field dependencies (conditional logic)
- Configure the signature document and payment amount
If the AI output missed the mark, close the preview and try a new prompt with more specific details.
Undo and version history
The builder auto-saves as you edit. Use the Undo (Ctrl/⌘ Z) and Redo (Ctrl/⌘ ⇧ Z) buttons in the builder toolbar to step back through changes.
Continue with
- Build your first checklist — manual builder reference for all field types
- Review and handoff — what to do after a client submits