Question 1

Do we have to buy every module?

Accepted Answer

No. Your tenant admin enables modules per team. Many firms start with knowledge base and LMS, then add CRM, forms, or the vault when ready.

Question 2

Is training and setup included?

Accepted Answer

Yes. Implementation covers configuration, content seeding, admin training, and pilot support. Scope depends on firm size and modules selected.

Question 3

Can you migrate content from our old tools?

Accepted Answer

We help structure and import KB articles, course outlines, and form templates where practical. Large migrations are scoped during discovery.

Question 4

Do you integrate with Microsoft 365?

Accepted Answer

Yes. SSO and CRM email sync with Outlook and Exchange are supported for firms on Microsoft 365.