Here is what your client sees, and how to check it yourself before you send the link.
Click through the walkthrough above to see the client view, then test your own using the steps below.
Testing it on your own portal
Invite a test email into a deal, or open the branded intake through your own signup link, and walk through it as a client would.
You will see your branding, the onboarding questions, the document upload step, and autofill the way your client sees them.
Use the live preview in Settings, Request Packs, Client Intake to see how the intake form looks as you check or uncheck questions and documents, before you publish.
If the test view does not match what your client is describing to you, email contact@levr.ai with the client name and what they are seeing.
Related
What exactly does my client see when they click my branded link?. A screen by screen look at the flow you are testing.
Client Portal Walkthrough. The full client side journey after that first screen.
Brand Setup. Fix your logo, name and colour before you show the link to a real client.
My client says the signup page isn't working or won't load. Is there something I can check?. What to check if your test does not load as expected.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.