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How do I set up my account? White Glove Onboarding

How do I set up my account? White Glove Onboarding

Published: 07.17.25

Setting up your account is easy and personalized:

  • Schedule a demo or sign up for a free trial → links
  • Meet with our onboarding team to configure your call script, intake questions, and preferences
  • Forward your calls using your preferred call forwarding method (we’ll help with this)
  • Go live—our receptionists begin answering your calls immediately

You’ll also receive login credentials to your Answering Legal portal and optional app access for managing messages.

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