Getting started with the suite

Create your account, sign in, and use the Command Center to reach your apps and clients.

  1. Create your accountSign up once and use the same account in all three apps.
  2. Sign in and sign outSign in once for every app, reset a forgotten password, and sign out.
  3. Find your way around the Command CenterWhat is on the suite home page and what each part is for.
  4. Launch an appOpen ConsultCastAI, ClientBriefAI or AdoptBriefAI without signing in again.
  5. Choose your session folderShow the suite where your saved client files are so it can list your clients.
  6. Ask CuratorPilotAsk the suite assistant where a client stands or what to do next.
  7. Change the languageUse the suite, ClientBriefAI and AdoptBriefAI in English, Spanish, French or Portuguese.