Name(Required) First Last Primary company email(Required)This is the email that you want your clients to send and receive emails to/from (e.g. info@yourcompany.com) Primary company phone(Required)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/firmIf you allow your clients to send mail or come in-person for meetings, please provide your office address here. Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Company/Firm name(Required)Provide the formal name of your business. First Hours of operation(Required)(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. New Year's Day - January 1st Martin Luther King Jr. Day - Third Monday in January Presidents' Day - Third Monday in February Memorial Day - Last Monday in May Independence Day - July 4th Labor Day - First Monday in September Columbus Day - Second Monday in October (observed in some states) Veterans Day - November 11th Thanksgiving Day - Fourth Thursday in November Christmas Day - December 25th Select AllPlease 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.NameEmailCell phone number Add RemoveDo 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 NameAttorney's EmailAttorney's PhoneAttorney's Practice Area Add RemoveDo 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 NameContact's Cell PhoneName of CompanyCompany's PhoneCompany's Address Add RemovePreferred 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. Email Text Phone call Typical response time for communications(Required) 4 hour 24 hour 48 hour Other 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. Add RemovePlease upload all contracts/engagement letters used in the company(Required)In order to automate your intake/onboarding, we need your contract template(s). Drop files here or Select files Max. file size: 64 MB.
