HOW IT WORKS

We make in-person client onboarding simple for your firm.

HOW IT WORKS

Send Us the Assignment

Your firm provides the client information, documents, and instructions.

We Contact the Client

Our team reaches out professionally on behalf of your firm.

We Schedule the Meeting

Home, hospital, workplace, or another agreed location.

We Complete the In-Person Intake

We assist with the intake and document-signing process according to your firm’s instructions.

You Receive the Completed Assignment

Your team receives the signed documents and status update.

Home • Hospital • Workplace • Rehabilitation Facility • Or Another Agreed Location

YOUR FIRM.

YOUR PROCESS.

PROFESSIONAL.

RELIABLE

TRUSTED.

CONFIDENTIAL.

WHEN & WHERE.

YOUR CLIENTS NEED YOU.