Team seats and roles
Invite teammates to Kwill on the Collective plan, and what owners, admins and members can each do with clients, documents, billing and settings.
Workspace & account
Where to find your Kwill referral link, how to enter a code if someone referred you, and exactly what the referral page does and does not do today.
In the portal: More › Referrals
The page mentions a free month and says a discount becomes active. Kwill currently records who referred whom but does not apply rewards or discounts automatically, so "Rewards earned" stays at 0 for now.
Describes the Kwill portal as built on 18 September 2026.
Invite teammates to Kwill on the Collective plan, and what owners, admins and members can each do with clients, documents, billing and settings.
What each Kwill plan includes, the client, document, storage and seat limits, what you see when you hit one, and how to upgrade, change or cancel.
The automations Kwill runs out of the box and their defaults, plus how to build your own rules that send an email or post to Slack when something happens.
Bring clients and deals into Kwill from a CSV, what the column and row limits are, how duplicates are handled, and everything you can export back out.
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