Your firm brand
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📄 Printable documents
Client Proposal
Professional engagement proposal with scope, fees, and team
Welcome Packet
New client onboarding with contacts, next steps, and logistics
Regulatory Alert
Quick-turn client alert on regulatory or tax changes
Case Study
Client success story for your website and proposals
📊 PowerPoint presentations (editable .pptx download)
Firm Pitch Deck
Capabilities presentation for client meetings and RFPs
Case Study Deck
Client success story as a presentation
Alert Briefing Deck
Regulatory change briefing for client meetings or webinars
Onboarding Deck
Welcome presentation for new client kick-off meeting
Client Proposal
Client & engagement
Approach (add phases)
Your team
Fees & terms
Why your firm
New Client Welcome Packet
Client
Their team contacts
Next steps
What you need from the client
Communication preferences
Regulatory Change Alert
The change
Impact & actions
Contact
Case Study / Success Story
The client
The story
Results (add 1-3 key metrics)
Client quote (optional)
Firm Pitch Deck
What you will get: A 10-12 slide PowerPoint with dark branded title/closing, professional content slides with your brand colors, and editable layouts. Every element is editable in PowerPoint.
About your firm
Services (up to 6)
Your approach (3-4 steps)
Results / proof points
Key team members
For this prospect (optional)
Case Study Presentation
What you will get: A 5-6 slide story presentation with result callouts, optional quote slide, and professional closing. Editable in PowerPoint.
The client
The story
Results (1-3 metrics)
Client quote (optional)
Regulatory Alert Briefing Deck
What you will get: A 4-5 slide briefing deck for client meetings or webinars. Editable in PowerPoint.
The change
Impact & actions
Contact
Client Onboarding Presentation
What you will get: A 5-6 slide deck for your first client meeting. Covers team, next steps, and what you need from them. Editable in PowerPoint.
Client
Your team
Next steps
Items needed from client
Working together
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