A client already signed up without my link. How do I get connected to them?

You do not need them to delete anything or create a second account. The connection is made from the client's side: in their portal they choose Add a Provider, search for you by name or company, and connect you. The referral code they may be asked for is the one in your own sign-up link modal, under Businesses > Share Sign Up Link, so send them that along with the instruction. As soon as the connection is made, their intake form and uploaded documents appear on your side and you can create a deal as normal. If the client would rather not go digging through settings, email contact@levr.ai and we will connect the two accounts for you.