How to Schedule a Demo
Meet with a member of our team to walk through the platform. Demos can be as short as 15 minutes or we an schedule an hour for deeper practice questions.
How to Schedule a Demo
- Click the Schedule a Demo button from the home page, or click here.
- A calendar will appear. Select the date and time that works best for you.
- On the next screen, enter the following:
- First and last name
- Email address
- Firm type
- How you heard about us
- Confirm your selection.
- Your demo will take place via Zoom or Teams.
- Demos can be as short as 15 minutes, or we can schedule up to an hour if you have deeper practice questions.
- You'll meet directly with a member of our team.
- We'll cover job uploads, pricing, and any other questions specific to your practice.
- If you’d like, we can do our first upload together to be sure you’re comfortable with the process.