Customer Customization
Learn how to customize Mage for each of your clients. Set up client profiles, communication templates, and tailored reporting formats.
Set Up Client Profiles
Each client (the company being acquired or analyzed) can have their own profile in Mage with customized settings, deal history, and contact information. Access the Clients section from your dashboard sidebar.
Clients
Manage your client companies and targets
Configure Client Settings
Each client profile lets you customize deal preferences, default clause categories, and notification settings. This ensures every project starts with the right configuration.
Acme Corporation
Client Settings
These categories will be highlighted in Tabular view
Control which flags appear in reports for this client
Show only critical issues that require immediate attention
Show red and yellow flags for important issues
Show everything that might need review, including minor items
Communication Templates
Create email templates for common client communications. These templates can include dynamic fields that automatically populate with project-specific information.
Email Templates
Automated weekly summary of project progress with key findings
Immediate notification when critical clause issues are detected
Final summary report with all findings and recommendations
Dear {{client_name}},
Please find below the weekly status update for {{project_name}}:
- Documents reviewed: {{reviewed_count}}
- Items flagged for review: {{flagged_count}}
- Overall completion: {{completion_percent}}%
Dynamic fields: Use {{ and }} to insert variables like project name, dates, and statistics. These auto-populate when the email is sent.
Custom Report Formats
Different clients may prefer different report formats. Configure custom export templates that match each client's existing workflows and documentation standards.
Export Formats
Configure how reports are generated
| Document | Status | Flags |
|---|---|---|
| SPA.pdf | Complete | 2 |
| Employment... | Complete | 1 |