Finalizo helps IT teams package access details, project documentation, client responsibilities, support boundaries, and sign-off into one structured handover record.
Free plan available · Paid trials through Stripe · 10 minutes to your first pack
The problem
Admin portals, DNS records, hosting dashboards, device notes, and vendor contacts end up split across email, chat, spreadsheets, and ticket comments.
After implementation, the client needs to know what was delivered, what they are responsible for, and what still sits with your team.
Without a written boundary, every small follow-up can feel included. That makes it hard to protect your team and keep future support billable.
What you get
Create one client-ready record for delivered systems, admin access, documentation links, vendor notes, and next steps.
Use Finalizo for selected client handover credentials while your internal password manager remains the source for ongoing team operations.
Ask the client to confirm receipt, understand responsibilities, and accept the support boundary before the project is closed.
“The value is not replacing our internal tools. It is giving clients one clean closeout record they can understand and accept.”
Marcus Reed
IT Consultant
Package documentation, selected credentials, support boundaries, and client acceptance without sending sensitive details through email or chat.
Free plan available. Paid trials are handled through Stripe.