Getting Started Is Easy
You do this
Click the Join SORT Today button.
Enter your organization’s details.
Activate your plan through our secure portal.
We do the rest
YOUR CUSTOMER SUCCESS MANAGER
Receive Welcome Email & Credentials
Get instant access to everything you need to begin.
Meet Your Customer Success Manager (CSM)
Your CSM will contact you to set up an initial meeting.
Build Your SORT Foundation
Work with your CSM to configure your account, dashboard, forms, routing, and workflows around the way your organization operates.
Prepare, Launch, and Optimize
Train your team, onboard employees, and roll out SORT with hands-on support, best practices, and scheduled follow-ups to drive adoption and long-term success.