Partner onboarding

Partner intake

Choose the onboarding path that matches your organization type.

Submit your intake information online, let our team review it, and we will setup your portal upon approval.

Law_Firm

Law Firm Onboarding

Collect law firm details and case coordination contact information for onboarding.

5-10 minutes

Dynamic form rendered from configuration

Submitted first, tenant created after review

Approval handled by internal operations team

Reference generated after submission

Start form

Clinic

Medical Practice Onboarding

Collect clinic organization and primary contact details for onboarding review.

5-10 minutes

Dynamic form rendered from configuration

Submitted first, tenant created after review

Approval handled by internal operations team

Reference generated after submission

Start form