We make in-person client onboarding simple for your firm.
A very visual 5-step section
Your firm provides the client information, documents, and instructions.
Our team reaches out professionally on behalf of your firm.
Home, hospital, workplace, or another agreed location.
We assist with the intake and document-signing process according to your firm’s instructions.
Your team receives the signed documents and status update.
Home • Hospital • workplace • Rehabilitation Facility • Or Anoter Agreed Location
Your firm provides the client information, documents, and instructions.
Our team reaches out professionally on behalf of your firm.
We coordinate a convenient time and location that works best for the client.
We assist with the intake and document-signing process according to your firm’s instructions.
Your team receives the signed documents and a status update through your preferred method.
YOUR PROCESS.
RELIABLE
CONFIDENTIAL.
YOUR CLIENTS NEED YOU.
