For most basic client actions, having a Bonsai account is not at all a requirement.

These include actions like:

  • Accepting a proposal

  • Counter-signing a contract

  • Paying an invoice (with the exception of setting up an auto-pay invoice)

  • Viewing my project, paid timesheets and reporting

As a client, you really only need to create a Bonsai account if you are using Bonsai as a means to manage subcontracting.  Actions such as...

  • Creating projects to invite subcontractors to

  • Viewing your total spend across projects

  • Sending secure files and messages on projects

  • Adding/managing subcontractors with custom onboarding flows

  • Sending a custom contract to a subcontractor

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