We help your business thrive.

Technology allows you to achieve more, but it’s not enough to get you where you want to go. That’s why we also offer a high-touch customer service experience.

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Peace of mind implementation.

Change is seldom easy, so we use proven processes backed by a dedicated implementation manager and team to help you through your initial review, customization, and training.

And with our flat, easy-to-understand implementation fee, there aren't any surprises when your bill arrives.

No 800 numbers.  
No waiting in queues.

No matter the size of your firm, you have a dedicated client advocate for ongoing support with a direct-dial phone number and email.

Service with accountability.

Led by your client advocate, your service team is accountable for your experience, growth, and adoption.  

It's their job to get to know your firm, and they proactively reach out to help you with platform features that can benefit your business.

We believe in training so much that we'll pay you to attend.

It’s true. We credit you to attend training in our Jacksonville office workshops where you'll learn to use platform features.

If you prefer to learn at your own pace, we offer weekly online courses.

Want quick answers while you work? Help is available in the platform and the online community—at no additional cost.