The Welcome Interaction is typically the first step in onboarding a new client. This interaction will send the client a welcome message that introduces them to your firm and ClientRock and asks them to log in.

By default, this is what the welcome email looks like:

Pro Tip: If you would like to customize this welcome message, please just reach out to [email protected] with the text you would like it to contain, and we'd be happy to set it up for you.

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