Concept build. This is internal work by SaltQuill Labs, made to show our approach. The brand is fictional and the figures shown inside the interface are illustrative — but everything pictured is a real, working build you can click through. Nothing here is presented as a client result.
The problem
- New clients took weeks to onboard through email attachments and chased signatures.
- Engagement letters were drafted by hand every time.
- Filing deadlines depended on somebody remembering them.
- Documents lived in inboxes rather than in one place.
What we built
A two-minute intake
Entity type, services needed, contact details — on any device.
Secure document upload
No email attachments, no size limits, nothing lost.
Engagement letters that send themselves
Generated on intake completion and sent for e-signature.
Deadline reminders at 14, 7 and 2 days
To the client and to the practice.
A practice dashboard
Intakes, active clients, deadlines and the automation log.
What it changes
- Onboarding compressed from weeks to days
- Engagement letters issued without manual drafting
- Deadlines tracked automatically instead of remembered
- Documents collected in one place
- Admin hours returned to advisory work
Under the hood
Intake flow · secure upload · e-signature hook · deadline scheduler · client portal patterns
More work: Restaurants & hospitality · Trades & contractors · Clinics & practices · Freight & logistics