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Manage clients, consent forms, digital signatures, communications in one place.
**Client Co – Simple Client & Consent Management** Client Co helps businesses and professionals manage their clients, consent forms, records, and client communications from one convenient app. Keep your client information organized and make your consent process easier with digital forms and signatures. **Key Features** • **Client Management** Add and manage client information including names, contact details, addresses, plans, and other important records. • **Consent Forms** Create, manage, and share consent forms with your clients. Use pre-designed forms or customize them according to your needs. • **Digital Signatures** Allow clients to complete forms and provide their signatures digitally. • **Form Status Tracking** Keep track of submitted forms and their status, including pending, completed, and approved forms. • **Client Communication Tracking** Keep a record of client calls and emails so you can easily see previous communication and avoid unnecessary duplicate contact. • **PDF Export** Download and organize client and consent information as PDF documents for convenient record keeping. • **Organized Client Records** Keep important client information and consent records together for easier access and management. • **Secure Account-Based Access** Access your Client Co account and manage your information through your own account. Client Co is designed to make everyday client management and consent workflows simpler, more organized, and easier to handle. **Client Co – Manage Clients. Simplify Consent. Stay Organized.**