Client Demo Kit

In this article, you'll find everything you need to prepare a demo account for your clients and prospects.  This kit will help you set up and give a demo that explains and illustrates the roles that your firm and the client play in the bill management process. 

Videos to Guide You

Video: A guided walk-through of how to set up your demo account


Video: A guided walk-through of how to demo


Downloadable Assets

We created these documents in Microsoft Word format so you can customize each for your unique training and presentation needs. What you'll find in this kit: 

  • Instructions on how to create a demo account in (see below)
  • A scripted demo with options for customizing based on firm and client roles (see below
  • Invoices to use for the demo. 

Download Kit 


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