Outcomes
How it works
Pricing
Demo
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← Document Chase
Document Chase onboarding
Complete after Stripe payment. We go live within 72 hours of a complete form.
Firm legal name
Primary contact email
Timezone
Approx active clients
Current chase method
Email
Google Drive / Dropbox
Portal (partial)
Mix
Template
Monthly close
New client onboarding
Both
Staff digest emails (comma-separated)
Reminder cadence
Logo URL (optional)
Notes / exceptions
Submit onboarding