A helping hand,
right from the start.
Your 30-day trial starts when your workspace is ready. We’ll help you go from exploring the platform to sending your first document request.
01
We talk about your needs.
Your team, your matters and the way you work.
02
We prepare your workspace.
Your firm’s name, its colour and starter templates.
03
You send your first request.
A 30-minute onboarding session is included.