Your Own Kickoff Form: Start client relationships right with a branded intake experience that sets expectations from day one.

Custom Intake Form: Gather the right data, the right way—no more chasing documents or playing email tag.

Personalized Dashboard: Track leads, clients, and workflow in one clean view—built around how work.

Automated Workflow: From document requests to follow-up emails—it’s all pre-built and ready to run.

Digital Engagement Letter: Lock in legal protection and client clarity with a fully branded, auto-sending engagement letter.