Walkthrough · 15 minutes
Book a 15-minute walkthrough.
We onboard one practice at a time, so the first conversation is about yours.
What the 15 minutes cover
01
Your deadlines
Where they are kept now, who owns each one, and how Clerq brings the ones at risk to the top of your day.
02
The documents you are chasing
How a file shows what is in and what is outstanding, and how reminders go to clients in your practice’s name.
03
What moving across involves
What comes across from the system you run today, and whether early access suits your practice now.