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👋 Welcome!

Really nice to have you here! You’re probably looking to get started with CurrentClient - and you’re in exactly the right place. We’ve packed our help center with everything you need to get up and running smoothly. You can walk through the setup pretty straightforwardly, and when you’re ready, there’s plenty of helpful information to help you explore more features. We consider these pages as an extension of our product. If you have any questions along the way, no worries - just reach out and we’ll get you sorted! So, let’s dive in… how about we start with a quick welcome video?

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Getting Started Video

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Your quick start steps

Here’s what we’ll walk you through to get CurrentClient up and running. It’s pretty straightforward and we’ll be right here with you:
1

Signup for a free trial

Create your CurrentClient account and start your free trial - no commitment required. Explore all the features at your own pace.
2

Install the apps

Download and install the CurrentClient apps on your desktop and mobile devices so you can stay connected anywhere.
3

Register your firm

Register your firm to ensure compliance with the latest phone carrier regulations.
4

Port your number (optional)

Transfer your existing phone number to CurrentClient if you’d like. Your clients can reach you using the same number they know.

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Ready to get started?

You’ll see each step outlined in the left sidebar - work through them at whatever pace feels right for you. At the bottom of each page, you’ll find a link to the next step to keep you moving forward. Need help along the way? No worries - just reach out and we’ll get you sorted!