ClientSherpa

ClientSherpa is the easiest way for solos and small firms to automate their intake process. New clients can book consultations (including payment), fill out secure intake forms, sign fee agreements, and you get all of that information sent directly to your case management provider of choice.


Overview

StatusAcquired
CategoryPractice Management
HeadquartersPortsmouth, NH
Founded2018
Tagsintake, booking, forms, e-signature
Websitehttps://clientSherpa.com
Social

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