Frequently Asked Questions

Yes—LeadTap can run inside your existing environment or we can host one for you.

Strategy, full build, advanced automations, analytics, and ongoing optimization with priority support..

Yes—annual prepay saves 2 months and waives the setup fee on Accelerator/Premium.

Multiple locations are recommended when data must be isolated for operational or compliance reasons—such as independent practitioners, franchises, or teams that should not access each other’s client records. Each location is a separate workspace with its own contacts, pipelines, automations, and user access.

In healthcare environments, separate locations may be appropriate when providers operate independently (or must not share patient records), or when access needs to be strictly segmented by clinic, practitioner, or department. If a team legitimately shares records under the same entity and policies, a single location with role-based permissions may work. We follow “minimum necessary” access principles and recommend isolating data when there’s any uncertainty.

Note: We provide operational setup guidance only and do not provide legal advice. Please confirm your final configuration with your compliance counsel.

No. Separate locations can reduce the risk of unauthorized access by isolating data, but compliance depends on your organization’s policies, agreements, and enforcement (including user access controls, training, auditing, and any required BAAs with vendors). We can help you implement best-practice safeguards, but final compliance is your responsibility.

Legal teams may need separate locations when matters must be isolated due to conflicts of interest, ethical screens (“conflict walls”), independent attorneys (e.g., of-counsel), or separate legal entities operating under one brand. If the firm shares matters centrally and conflicts are not a factor, one location with permissions can be sufficient.

Note: We provide operational setup guidance only and do not provide legal advice. Please confirm your final configuration with your ethics/compliance counsel.

Permissions help, but they add complexity and increase the chance of misconfiguration—especially as teams grow. When strict separation is needed (healthcare privacy, legal conflicts, independent operators), multiple locations are often the cleanest and safest way to isolate data and simplify auditing