These are (some of) the friendly faces of your onboarding journey.
You’re in good hands


Meet Your Team
From your first call to your first executed contract, our customer success team is here to listen and help from onboarding and beyond.
4 Phases of Onboarding
Our 4-part onboarding experience will enable your business to operate more efficiently, reduce time spent on administrative tasks, and gain visibility into your legal obligations

Discovery
- Kick-off call
- Project alignment
- Workflow assessment/file sharing

Configuration
- Admin training
- Templates & agreement creation*
- File analysis & upload**

Review
- Any additional feedback & training
- Workflow sign-off*
- Confirm all customizations**

Go-Live
- Go-live call
- Customer sign off

Product training and resources
As part of your onboarding, your dedicated customer success manager (CSM) will walk you through our system and the administrative settings. They will also provide product training and offer best practices throughout the onboarding.

Customer-driven at our core
Our product is built with customers in mind, incorporating their needs and wants into features and our roadmap vision.
But don’t take our word for it. Here’s what our customers are saying.