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Great news! You’ve been invited to join your firm on CurrentClient. This is your modern communication platform for staying connected with clients through calls and messages. Getting set up is quick and straightforward. Let’s walk through a few essential steps to get you up and running:
1

Install the desktop app and mobile app

First things first - let’s get CurrentClient installed on your devices. Download the desktop and mobile apps so you can stay connected whether you’re at your desk or on the go.Install the apps →
2

Login and watch the overview video

Once you’re logged in, take a few minutes to watch this quick overview video. It’ll give you a solid feel for how everything works and help you hit the ground running.Watch the inbox overview →
3

Setup your voicemail

Let’s make sure your voicemail is ready to go. Head to your phone number settings:Configure voicemail →You’ll see your phone number listed (it may have your name on it or just show the number that was ported in). Click “Configure” and scroll down to find the option to record or upload your voicemail greeting.
4

Turn on notifications

Want to stay in the loop? You can configure notifications to make sure you never miss an important message or call:Configure notifications →Don’t forget - the mobile app has its own notification settings too. Check the “Settings” menu in the app to customize those.
That’s it! You’re all set up and ready to start communicating with clients.
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If you need help with anything else, we’ve got plenty of guides and resources to help you along the way. Just browse this help center page.