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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
  1. Click the Schedule a Demo button from the home page, or click here.
  2. A calendar will appear. Select the date and time that works best for you.
  3. On the next screen, enter the following:
    • First and last name
    • Email address
    • Firm type
    • How you heard about us
  4. Confirm your selection.
What to Expect
  • 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.