Quick Setup

Get your account ready in a few steps.

1. Complete your business profile

Go to Settings > Business Profile and fill in:

• Business name and contact details
• Logo (used on invoices and shared pages)
• Default timezone

2. Add your first client

Go to Clients > Add Client and enter:

• Name and contact email
• Phone number (optional)
• Any custom fields relevant to your business

3. Create and send your first contract

This is the heart of FoxCLM. Go to Contracts > New Contract and pick a type (and a template, if you have one). Then:

• Draft the body in the editor - pull reusable text in from the clause library
• On the Parties tab, add each party and mark who needs to sign
• Move it through the workflow: Draft -> Under Review -> Submitted for Approval -> Approved
• From Approved, click Send for Signature - each signing party gets a public signing link

See Creating Contracts and Signatures.

Set up your workflow first. A contract is pinned to one workflow for its whole life, resolved at creation from its template or the tenant default. Configure your templates and default workflow under Workflow before creating contracts you care about - see Workflows & Statuses.

4. Schedule your first session

Go to Scheduler and click + New Session. Set:

• Title and date/time
• Linked clients
• Duration

See Creating Sessions for the full walkthrough.

5. Send your first invoice

Go to Invoices > New Invoice, link it to a client, add line items, and click Send.

See Creating Invoices for details.

6. Optional - invite a collaborator or add staff

• Staff member (works in your business): go to Team > + Add Staff
• Collaborator (business partner or assistant): go to Team > Collaborators > Invite