InLeef Guides
Step-by-step, click-by-click walkthroughs of the InLeef adviser app - set your firm up, then turn leads into finished orders.
A click-by-click walkthrough of the adviser app (web-advisor) for someone who has just signed in for the first time. Each guide is self-contained; they're ordered roughly the way you'll meet them in real life - set the firm up, then start turning leads into finished orders.
Every button, tab and dialog name below is quoted exactly as it appears on screen.
| # | Guide | What you'll do |
|---|---|---|
| 1 | Getting started: dashboard & navigation | Find your way around the home screen, sidebar, notifications and company switcher. |
| 2 | Complete your company setup | Finish the onboarding wizard: subscription payment + Stripe Connect. |
| 3 | Your profile & two-factor security | Fill in your profile, upload a photo, turn on 2FA. |
| 4 | Managing leads & onboarding by phone | Triage the leads inbox, claim/assign/archive, and onboard a caller. |
| 5 | Managing clients | Add, invite, view and reassign the people you look after. |
| 6 | Create an order & build the quote | Turn a client into an estate-planning order and price it. |
| 7 | Compile & send the fact-find | Assemble the fact-find (FF2) from templates and send it to the client. |
| 8 | Draft, review & send documents | Complete the drafting form and push the order down the pipeline. |
| 9 | Pricing, invoicing & taking payment | Adjust prices, send a payment link, raise an invoice. |
| 10 | Grow your pipeline: join links, Will Bank & Products | Share join links, bulk-import prospects, read the product wiki. |
A few things worth knowing up front
- "Users" means clients. The sidebar item and headings say Users; those are the people you write wills for.
- Roles change what you see. Some items and buttons only appear if you're a Manager or Admin at the company you're currently in. Where that matters, the guide flags it with a 🔒 note.
- Switch companies from the top-left. If you belong to more than one firm, the company switcher (top of the sidebar) changes everything you see - leads, clients, orders and billing are all scoped to the active company.
- The order is the hub. Almost everything after a lead - fact-find, drafting, payment, documents - happens on a single order page under tabs.