You're busy. Let us take this part off your plate.
Here's how it works:
Sign up for ClientWise Kickstart.
Sign up for ClientWise Kickstart. The cost is a fraction of what you would pay a temporary file clerk to do the same work. Minus the hassle.
Email ClientWise.
Send an email to support@clientwiseportal.com to let us know the names of the clients you want us to onboard. These should be your ongoing, established clients. For future clients, you won’t need us. They’ll supply their information directly through the portal.
Add ClientWise to your team.
In ClientWise, go to “Team” in the left column, and click “Team Members” Then click “Invite.”
For first name, type “ClientWise.” For the last name “Kickstart.” Cool name right? Finally, the email is support@clientwiseportal.com. Click “Submit.”
We’ll contact you to gather the basics.
We’ll send you an easy link to upload the intake documents, inventories, etc. the client has already provided so that we can onboard it into ClientWise.
