Everything you need to manage your client journey
Create documents, collect signatures and payments, schedule appointments, and automate every step—all from one platform.
CONFIGURABLE PLATFORM
One platform for every part of the client relationship
Modlizer brings documents, emails, client data, signatures, payments, appointments and dedicated spaces into one configurable environment. Each capability can be used independently or connected through custom workflows.
Client data and forms
Create your own forms, enhance your client questionnaires, and collect all the information relevant to your business.
The data you gather can then be used to generate content and automate workflows tailored to your needs.
Smart templates and emails
Create your own templates by incorporating form data, calculated values, and custom conditions. Generate reliable, consistent documents and emails tailored to every situation.
Client actions
Request signatures, payments, information or appointments directly from each client.
Custom workflows
Create custom sequences of actions to efficiently automate any business process.
Client and admin spaces
Centralize your operations in a dedicated admin space, while giving each client a personalized area to access their information, track progress, and complete the actions relevant to them.
AI-Powered
Generate complex templates, edit content instantly, or retrieve any accessible information—all from a single prompt.
ONE CONNECTED CLIENT WORKSPACE
Manage client data, content and actions in one place
Keep client data, content and actions connected in one workspace.
Centralized client data
Create your own questionnaires to automatically collect the information you need from clients, centralize their responses, and reuse this structured data across every interaction.
Smart documents
Build documents with reusable variables, calculations and conditions.
Signatures
Request signatures and track their status by client.
Personalized emails
Personalize reusable emails with client and workspace data.
Payments
Request payments and track their status by client.
Appointments
Share available slots and manage bookings.
AUTOMATION
Create Action Sequences
Create custom action sequences perfectly tailored to your business processes.
01
Collect data
Information request
Send your client a form to collect the required information.
02
Based on template
Document generation
Generate content using a predefined template and the data collected earlier
03
Client asked to pay
Payment request
The client receives an email and a notification informing them that a payment request is waiting in their client portal
04
Document available
Delivery
The client receives an email and a notification informing them that their document is now available in their client portal, where they can view and download it.
AI
AI-powered content generation and information access
Create content or retrieve any information within the limits of your access permissions.
Generate
Templates and Documents
Generate complete templates using all relevant variables and conditions. Create complex, reliable templates from a single prompt.
Generate documents and emails using all the context and information available to you.
REUSABLE PROMPTS
Edit content
Build your own prompt library and apply prompts instantly to the selected content: summarize, translate, proofread, rewrite, and more.
Data
All the information you need, at your fingertips.
Find all the information you need, combine it, and generate relevant analyses within the limits of your access permissions.
TEAMWORK
Collaborate with Complete Control
Work together while each user sees only what they are allowed to access.
Roles and groups
Group collaborators and assign reusable permissions.
See what they see
Preview another user’s experience and verify access.
Real-time editing
Edit together with live synchronization and visible cursors.
CONFIGURABLE USE CASES
Adapt Modlizer to the way your services operate
Combine forms, documents, emails, payments, signatures, appointment and approvals to build workflows tailored to your business.
ENROLLMENT, TRACKING, AND CERTIFICATION
Training providers
Automate enrollment, collect the required documents, generate agreements, and manage signatures, payments, and end-of-program documents.
CASE MANAGEMENT, DOCUMENTS, AND APPROVALS
Legal and administrative services
Centralize client information, generate documents tailored to each situation, and manage approvals, signatures, and document delivery.
FROM INITIAL REQUEST TO ONGOING SERVICE
Consulting, Agencies, and Professional Services
Structure onboarding, qualify client needs, and automate the production, approval, and delivery of both one-off and recurring services.
Start
Free
€0
Test smart templates and document generation.
Up to 3 document templates
3 document generations per month
Personal Use
Basic
€19.90
Create documents and emails for individual use.
Unlimited document templates
Unlimited document generation
Smart fields and structured data
Included AI allowance
Solopreneur
Premium
€49.90
Add client spaces, signatures, payments and workflows.
Everything in Basic
Client portal
Custom buttons, workflows and statuses
Online client payment requests
Email templates and automated messages
Included AI allowance
Included signature allowance
Organization
Business
€99.90
Add collaboration, advanced permissions and branded workspaces.
Everything in Premium
Dedicated admin workspace URL
Dedicated client portal URL
Add collaborators for €29.90 / month
Custom access rights and permissions
Advanced workflow control
Included AI allowance
Included signature allowance
PRODUCT, AI, ACCESS AND PLANS
Frequently asked questions
Learn how Modlizer capabilities can be used independently, how optional workflows connect actions, and how access, AI and plan limits are handled.