Let’s talk
about your firm.

Getting started is quick and straightforward. You can be up and running in just a few weeks, as long as we’ve received all the information and materials we need from you.

Our demos typically last around 30–40 minutes, depending on any questions you’d like to cover. We’ll walk you through the key features and make sure there’s plenty of time to focus on what matters most to you.

It’s easy! Just email or call our Client Success Team with your enquiry, and we’ll be more than happy to let you know who your Account Manager is and put you in touch.

Yes, of course! It's super easy to do! You can add a new user through the ‘My Company’ section in your Portal settings. Simply select the company, choose an office and click 'Add new office user', and then you simply need to fill in their details, select the access rights and permissions you want to give to that user and submit to us. Then just give us a bit of time to approve the request.

As part of our GDPR compliance and data protection policies, we’re unable to communicate directly with your consumers. All communication needs to go through you as our client to ensure privacy and compliance.