+What to expect

Thirty minutes, three things.

We keep demos focused. Show up with your current intake setup in mind and a couple of questions. We'll handle the rest.

/ 01

Live product walkthrough

A guided tour of the intake form, magic-link client portal, admin console, and AI voice agent. Your scenarios, our screen.

/ 02

Tier & pricing review

Three tiers explained. We'll size the right one to your seat count, intake volume, and practice mix.

/ 03

Migration scoping

What's on your current CRM, what comes over, and the realistic timeline to switch. Migration and setup are free.

/ 04

Your questions

Security, compliance, integrations, your firm's quirks. Bring whatever your team needs answered before signing.