Name(Required)
This is the email that you want your clients to send and receive emails to/from (e.g. info@yourcompany.com)
This is the phone number that you want your clients to call for customer support. We can swap this number out for the number we assign for you within the Automation App.
Physical address of company/firm
If you allow your clients to send mail or come in-person for meetings, please provide your office address here.
Company/Firm name(Required)
Provide the formal name of your business.
(e.g. Monday - Friday 9am - 5pm CST)
Holidays observed(Required)
These are the USA Nationally recognized holidays, please specify which holidays you celebrate so that we can create automations that inform your clients that your office will be closed on those holidays.
Please provide the following information of your staff(Required)
We need to add your staff into the system and give them access to the Android/iPhone version of the app using this information.
Name
Email
Cell phone number
 
Do you refer leads to the same set of attorneys? If so, please list your referrals(Required)
We need to add your staff into the system and give them access to the Android/iPhone version of the app using this information.
Attorney's Name
Attorney's Email
Attorney's Phone
Attorney's Practice Area
 
Do you refer clients to the same set of treatment providers? If so, please list your referrals(Required)
We need to add your staff into the system and give them access to the Android/iPhone version of the app using this information.
Main Point of Contact's Name
Contact's Cell Phone
Name of Company
Company's Phone
Company's Address
 
Preferred method of communication between company and clients(Required)
We will reinforce the preferred method of communication to your clients based on what you choose below.
Typical response time for communications(Required)

Frequently Asked Questions(Required)
List all Frequently Asked Questions you receive from clients. You do not need to provide an answer to the question, unless you desire to.
In order to automate your intake/onboarding, we need your contract template(s).
Drop files here or
Max. file size: 64 MB.