WEBVTT

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The public site points people toward a clear path: watch the walkthrough, review trust and pricing, then create a dedicated trial without waiting for a live demo.

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The client experience is mobile-friendly, structured, and cleaner than email attachments or PDF packets, with progress, consent, and field guidance built in.

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Once a submission lands, the advisor dashboard shows progress, status, follow-up context, and exports instead of burying the handoff in an inbox.

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The privacy queue handles data access, deletion, correction, legal hold, and retention review workflows, and approved deletions push records into redaction instead of ad hoc edits.

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The trust center packages the security overview, WISP summary, incident response summary, vendor list, recovery summary, SOC readiness page, and DPA and MSA baselines in one place.

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The self-serve trial flow provisions a dedicated workspace, returns the onboarding link, advisor dashboard, login, and temporary credentials, and points the buyer to the walkthrough and trust docs.