Getting Started
Hire your first team member
These six steps take a new practice from an empty dashboard to a hire. Follow them in order.
1.Create your practice workspace
Start a 14-day free trial from Pricing. The trial belongs to the practice, and your team shares that workspace. Add a card at checkout; the first charge is after the trial unless you cancel. When checkout finishes, open the dashboard.
2.Post a job
On the dashboard, choose Post a new job opening. Name the role and say whether the person needs a state license.
3.Share the apply link
Each open role has its own apply link on the dashboard. Copy that link and send it to candidates. They apply with their details and a PDF resume. Applications stay with your practice.
4.Review the application
Open the candidate’s name on the dashboard. You will see contact details, the resume, and where they sit in your hiring pipeline.
5.Run Deep Vetting
On the candidate record, choose Run Deep Vetting. Automated license lookups currently cover Connecticut, Massachusetts, New York, Rhode Island, and New Jersey. Every run also checks the federal OIG exclusion list. For other states, keep the candidate in the pipeline and set the background-check status yourself. Each check uses one of your practice’s Deep-Vetting credits.
6.Record the interview, then hire
Schedule the interview from the candidate record. Mark it Passed when you are ready to move forward. A passed interview is required before you can hire.