Client onboarding
Become a Client
Tell us what your team needs. We’ll discuss coverage, pricing, billing, and secure document delivery.
Your team
Do not include closing packages, ID images, financial details, or confidential legal information. Privacy draft · Terms draft
What we’ll agree
- Services and coverage
- Client contacts
- Communication
- Pricing and billing
- Secure document delivery
- Closing instructions
Need one closing before onboarding?
Start with one request.

