Help center

Here’s what happens after you sign up:

• We schedule an onboarding session to understand your firm’s needs.
• You’ll customize your intake script, greeting, and call preferences.
• We’ll walk you through forwarding your phones.
• You get to test your call flow before it goes live.
• Once confirmed, we activate your account—typically within the same day.

Setup support is available Monday-Thursday 8:30am - 7:00pm eastern and Fridays 8:30am - 6:00pm eastern to make setup stress-free.