How It Works
1. Begin
the conversation with your client about who is most important
to them, and what they need to know.
Clients control who they want to
share information with. Revoke or change access at any
time
Decide which items to share
2. Talk
through their vital information and documents to assess completeness
and organization.
Six common categories easily organize
Items
Select from dozens of templates
that represent papers, records, and files
Drag and drop a template onto one
of six categories.
Then click to edit
3. Via
Confidant, establish connections with the client’s key people.
Confidant sends out invites for secure access as designated by user
4. Track vital information in the system.
No uploads. Pre-formatted fields make it easy to enter critical information
Attach and view critical contacts for each item
5. Use Confidant to build rapport with the client and the confidants.
Linkage to Confidants is provided, and status of items is tracked for you
