Accessible from any device, we’ve made it both safe and easy to connect with new clients online
Gather information online before your meetings.
Connect with clients at a time and place that suits them.
Accessible from any device
Clients receive a personalised invitation to start. Secure and convenient, it only takes 10 minutes to complete.
Get notified on completion
Once clients have completed their Pre-Meet you’ll receive a notification with all the details.
Saved directly to your back office.
Eliminate admin by saving details directly to your CRM or cash-flow modelling tools.