Help center
Type a task, for example: domain, mailbox, export.
Getting started
- Choosing a collection
Compare Estate, Atelier, and Monument, open each complete sample website, and save a selection without subscribing.
- Preparing your content: the checklist
Everything to gather before you publish, page by page, with counts.
- Preparing privately before you subscribe
Thirty days to prepare with no card, no charge, no live website, and no outgoing customer email.
Website
- Publishing and reviewing your website
Preview every page on desktop and mobile, pass the readiness checks, and publish an immutable version you can restore.
- Your hosted address and connecting a custom domain
Every site has a hosted address such as yourfirm.founding.site; on Studio and Private Office, connect one domain you own with the DNS records shown.
- Moving from an existing website
Keep important old links and business email working while you switch.
Inquiries and sales
- Sending a test inquiry
Verify the whole path from your website's form to an assigned lead and a reply from your own mailbox.
- Connecting a Google Workspace or Microsoft 365 mailbox
Connect an individual business mailbox by authorization on Studio (up to 3) or Private Office (up to 99); shared or delegated mailboxes are not supported at launch.
- Assigning and reviewing leads
Review fit, assign an owner, and move a lead to Qualified, Nurture, Not a fit, or Spam without losing anything.
- Testing routing rules
On Studio and Private Office, test ordered rules with sample inputs before enabling them.
- Understanding pipeline values and reports
Exact values, ranges, and unknowns are reported separately; estimated value is never earned revenue.
- Manual handoff to your construction software
Export a reviewed contact and project summary with approved files, record the destination reference, and confirm completion.
Account and plan
- Managing team access and ownership transfer
Invite named people within your plan's member allowance (1, 5, or 99), assign roles, grant mailbox access separately, and transfer ownership safely.
- Changing or canceling your plan
Upgrades apply immediately with a prorated charge shown first; cadence changes and downgrades apply at renewal; cancellation keeps access through the paid-through date.
- Exporting your content and records
Export contacts, leads, opportunities, activity, your copy, and original media at any time, including the 30-day window after service ends.
Need a person? Contact FoundingSite. Signed-in customers get faster help from Support inside the workspace.