The Discovery Call is where we get a good understanding of your firm so we can ensure there is a good fit between us and give you a rough idea of who time, energy and money you need to budget to be successful with us.

To help you prepare for the call, we will cover:

• What is your current situation?
• What you are looking to achieve?
• What are your top challenges?
• Why are you looking to do more for clients now?
• What have you tried so far in terms of added value?
• What is most important when buying software?
• How does your firm make decisions?

We look forward to speaking with you and exploring how we can help you achieve your goals by doing more for your clients.