Customer Success

A True Partnership, Driven Through Customer Success

As a SaaS company, we differ from traditional software businesses in that service is, and always has been, a core component of what we do. We focus on the long-term success of our customers, providing enthusiastic assistance to aid their adoption and successful use of our platform.

Your dedicated Customer Success Manager will guide you throughout your journey.


Initial implementation activities coordinate onboarding. These includes kick-off calls, setting goals and expectations, sharing resources, and coordinating implementation meetings.

Driving Adoption

Working closely with Firm Champions to circulate successes, address roadblocks, share product updates, collate product feedback, and provide education resources to support the adoption of product features.

Demonstrating Value

Holding routine calls to establish a strong workingrelationship with Firm Champions and Senior Management, review product adoptionstatistics, check progress against goals and share best practices.

Related Customer Links:   Adoption Journey   |   Expert Services   |    Global Support

Find out today what we can do for you!