Book an Account Support Briefing Call: Escrow Setup, Procurement & Compliance

Use this briefing call to get guided support with account setup, procurement onboarding, or compliance documentation.

This session is ideal if you’re:

Coordinating internal setup or account access

Completing procurement requirements

Handling compliance or due diligence requests

Preparation will vary based on your role, but here are a few examples of what’s helpful to have ready:

Your organization and procurement details (e.g., vendor forms, billing contacts)

Contact info for team members who need platform access

Compliance documentation needs (e.g., DDQs, NDA, or portal access)

Any internal deadlines, review formats, or platform requirements

We’ll guide you through the rest on the call.

We can tailor the call to your needs, but typically we’ll discuss:

1. Account setup, team invitations, and technical preferences

2. Vendor onboarding or billing requirements

3. Compliance documentation or due diligence requests