Clipboard
Learn more about our Clipboard solution
What is Clipboard?
Can I sign up for a Clipboard free trial?
How can I learn how to use the app?
What is the Clipboard homepage?
How do I add a new client record to the app?
How do I add an existing client record (from my CRM) to the app?
How do I make notes?
Can I use the app for review meetings?
What is the Summary section?
How do I sync client data to my CRM?
How do I create a Letter of Authority?
Are you planning to build other products to complement the factfind process?