Support
We're here to help you get the most out of your portal.
Whether you're setting up for the first time or managing a busy season, we've got you covered.
Quick start guide
Get your portal ready for clients in five steps:
- Add your logo and office name
- Invite your team members
- Create a simple workflow
- Set up appointment types
- Start onboarding clients
Common questions
Quick answers to what offices ask most:
- Can clients create their own accounts? Yes — they sign up and you approve.
- Can I control scheduling? Yes — staff-controlled by default.
- Is it mobile-friendly? Yes — works on any device.
- Can I export documents? Yes — by client or engagement.
Get in touch
Have a question or need help getting started? Reach out to our support team and we'll get back to you promptly.
Feature requests
Have an idea that would make your season smoother? We're always listening — tell us what you need most.
Ready to get started?
Launch a client portal your firm can be proud of.
Give clients one professional place for documents, messages, and updates — branded to your office.
No contracts. Start small. Upgrade as your firm grows.