The public site points people toward a clear path: watch the walkthrough, review trust and pricing, then create a dedicated trial without waiting for a live demo.
The client experience is mobile-friendly, structured, and cleaner than email attachments or PDF packets, with progress, consent, and field guidance built in.
Once a submission lands, the advisor dashboard shows progress, status, follow-up context, and exports instead of burying the handoff in an inbox.
The privacy queue handles data access, deletion, correction, legal hold, and retention review workflows, and approved deletions push records into redaction instead of ad hoc edits.
The trust center packages the security overview, WISP summary, incident response summary, vendor list, recovery summary, SOC readiness page, and DPA and MSA baselines in one place.
The self-serve trial flow provisions a dedicated workspace, returns the onboarding link, advisor dashboard, login, and temporary credentials, and points the buyer to the walkthrough and trust docs.