The suite

Launch an app

Once you are signed in to the suite, each app opens in a new tab, already signed in.

  1. Click Launch on an app card

    In Your Consulting Suite, click Launch ConsultCastAI, Launch ClientBriefAI or Launch AdoptBriefAI. The app opens in a new tab. The app names in the sidebar do the same thing.

    The three app cards, each with a Launch link at the bottom
  2. Or use Quick access

    Quick access has shortcuts by task: New Client and Reports open ClientBriefAI, Practice opens ConsultCastAI, and Adoption opens AdoptBriefAI.

    The Quick access card with New Client, Reports, Practice and Adoption buttons