Peak Docs / Client onboarding
The contract is signed.Now the first impression counts.
Instead of scattered emails your new client gets one welcome document: goal, contacts, dates and first steps. You write it in Peak Docs and share it as a read-only link.
Put the goal into words. Add perspectives and timing right below.
Local example · nothing is saved or sent.
Welcome / Contacts / First steps
What the client reads first.
- Welcome
- What is the goal and how does the collaboration work?
- Contacts
- Whom does the client reach for which question?
- First steps
- What has to come from whom by when?
Your welcome document
Three answers, one first draft.
Answer the three questions and see how your welcome document would be structured. Everything stays in this open preview.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. One welcome document.
Draft · not yet put together
- Welcome
- Still open
- Contacts
- Still open
- First steps
- Still open
From contract to project start
One document instead of ten emails.
You write, the client reads, the team acts. Every station relies on what Peak Docs does today.
- 01Write
The welcome document takes shape.
WelcomeWhat is the goal and how does the collaboration work?
You start from a blank document or a template made from your own documents. With @ you reference the project so it shows up there later.
Template → welcome document - 02Share
The client reads the same version.
ContactsWhom does the client reach for which question?
You release a snapshot as a public, read-only page. A client portal and guest access are planned and not yet available.
Release → read-only link - 03Get done
Items become tasks.
First stepsWhat has to come from whom by when?
A checklist item becomes a task for your team in one click. In the local example it turns into a start note.
Checklist → task
The sketch becomes your document
Write your first welcome document.
After signing up you open Peak Docs, create a document and share a snapshot as a read-only page. Comments, versions and tasks from checklists are available along the way.
Start Peak Docs for freePeak Docs / Your next step
The first day with the client counts.
Sketch your welcome document. Then decide whether Peak Docs fits your project start.
Sketch a welcome document
The first impression in black and white.
What has to come from whom by when?
Frequently asked questions
How does my client get the welcome document?
You release a snapshot of the document as a public, read-only page and send the link yourself. Peak Docs sends nothing.
Can the client write in the document?
Not yet. Guest access and a client portal are planned. Today the client reads a read-only snapshot.
Do the first steps become tasks?
Yes, if you want: a checklist item becomes a task for your team with one click.
Is the link password-protected?
No. Password-protected links are planned. Only share content that may be read without a password.