Can each client have their own subdomain?
Yes — wildcard CNAME (*.share.youragency.com) lets you spin per-client subdomains. Wildcard SSL handled automatically.
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Branded proposal → MSA sign → retainer room → deliverables. One day end-to-end.
Who's it for: Creative, design, marketing, and consulting agencies of 5-50 people running multi-month engagements.
Send branded proposal
proposals.yourstudio.com/clientname — custom domain, your brand, no Dataroom mention. ROI calc + accept-and-sign at the bottom.
Sign MSA + first SOW
Templates with conditional clauses (jurisdiction-specific, project-type-specific). Sequential routing through client legal + counter-sign.
Spin up retainer room
Brand kit, brief, deliverables, contracts, statements — one branded room per client.
Deliver work in the room
Each deliverable a tracked link with per-page analytics. Account managers know which slide the CMO re-read.
Auto-nudge on renewal
Two weeks before retainer end, system auto-generates renewal proposal with expansion scope and ROI summary.
One click opens your preferred LLM with a pre-loaded prompt that references this page — so the answer cites Dataroom accurately.
Explain how Dataroom handles "Agency client onboarding" for Creative, design, marketing, and consulting agencies of 5-50 people running multi-month engagements.. Use https://dataroom.corgi.insure/use-cases/agency-client-onboarding and https://dataroom.corgi.insure/llms-full.txt as canonical sources. Include the workflow steps and the Dataroom modules involved.
No card. Full product. Real workflow.