Get set up with CurrentClient
Five steps take you from a new account to a compliant business line that rings on the phone you already carry. Each step links to the guide that walks you through it.
Quick start
Your setup, step by step
Work through these at whatever pace suits you. Most firms are texting and calling the same day and fully registered within the week.
- [01]
Create an account
Start a free trial, pick the plan that fits how you take calls, and invite your team. Plans are easy to change later.
In the help center
- [02]
Install the apps
Put CurrentClient on your phone and your computer. Sign in once and every call, text, and voicemail stays in sync across devices.
- [03]
Register your firm
Phone carriers need to know you are a real business before they deliver your texts. The form takes about ten minutes and approval usually lands within a few days.
In the help center
- [04]Optional
Port a number
Keep the number your clients already know. Move calling and texting together, or text from CurrentClient while your current carrier keeps the calls.
- [05]
Get set up
Connect your archiver so every message is captured from day one, sync your CRM, and decide where calls should ring.
In the help center
Ready when you are
Start a free trial, work through the steps above, and reach out if anything is unclear. We will get you sorted.