How it works
From trial to live portal.
The fast path is self-serve. The white-glove path is done for you. Pick whichever matches how much of your weekend you want back.
The self-serve path
Click Start Free Trial
Enter your brand name, upload your logo, pick a subdomain. No credit card.
Your workspace provisions
In under a minute, your branded portal is live. Log in with your email. Poke around.
Invite a client or two
Test the real thing with a real relationship. Decide if it fits.
The done-for-you path
Packages available inside your trial portal, starting once you've had a chance to look around. We can configure your portal end-to-end, migrate existing client data from Drive / email / whatever spreadsheet it's living in, train your team, and leave you with something that runs itself.
- Full portal configuration - navigation, permissions, automations.
- Branded email templates and onboarding sequences.
- Data migration from your existing tools.
- Team training, live or recorded.
In Dallas–Fort Worth? We can come to you.
Based in Dallas–Fort Worth. Local clients can book an on-site working session - laptops open, coffee on, your portal configured around your actual workflow instead of a generic one.