Your data is yours. Always.
You should never feel trapped with a marketing company. Here's exactly what's yours, before you ever have to ask.
Any time, not just when you leave
One button in your dashboard downloads everything your practice has in the system: leads, notes, referral partners, reviews, caseload settings, your website content, and your uploaded files. It comes as spreadsheet-ready CSV files and JSON, with a readme listing everything included.
If you ever leave
You keep
- Your website, as complete files you can host anywhere
- Your domain, registered in your name from day one
- All of your data and uploaded files
We keep
- The dashboard, CRM, and automations (the software itself)
How leaving works
- 1
Tell us, any month. There's no contract.
- 2
Download your data (or we'll do it for you).
- 3
We prepare your website files, with your contact form pointed wherever you choose, or showing your phone and email.
- 4
We help you point your domain to your new host.
- 5
Thirty days after you've confirmed you have everything, we delete your account, and we'll tell you the date in writing.
Why we do it this way: because we'd rather keep you by being worth it.
You should be thinking about your clients, not where the next one is coming from.
Free, personal, and ready in minutes. No obligation.