Add an existing client from documents

Upload the signed engagement (PDF) and the scope workbook (Excel) with previously-filled questionnaire answers. Claude maps them to your scope form; you can save with partial answers and finish later.

1. Signed engagement letter

Ignition contract or engagement PDF — fee, plan, and client details.

Drop signed engagement PDF here

.pdf — up to 3 files, 20 MB each

2. Scope questionnaire (Excel)

Prior scope sheet with Q&A pairs — highest priority for auto-fill.

Drop scope Excel / CSV here

.xlsx, .xls, .csv — up to 3 files, 20 MB each

3. Optional — paste extra notes