Your App Experience
Today, your clients save a Google form, sign contracts via email, keep track of your resources, and use a separate app to talk to you.
Imagine a future where your onboarding experience now starts in your branded app with contract signing followed by an onboarding form.
They enter the app where they see their recommendations, check-in day, video responses, your check-in form, chat, and your resources all at their fingertips.