Step 1: Choose a Plan

• Go to the Pricing page on CallConnector.ai
• Review the three available plans:
  • Free – $0/month (Basic call logging & CRM sync)
  • Way Better – $49/month (AI transcription, summaries & cloud storage)
• Click "Create your account" under your preferred plan
  

Step 2: Create Your Account

• Enter your First Name and Last Name
• Enter your Email address
• Create a Password — it must contain at least:
  • 12 characters
  • 1 uppercase letter
  • 1 lowercase letter
  • 1 numerical character
• Click the "Create account" button
• (Alternative: Click "Sign in with Google" to sign up with your Google account)

Step 3: Tell Us About Your Company

• Enter your company Website (e.g., westonlaw.com)
• Enter your Company Name
• Select your User Count from the dropdown (e.g., 10–25)
• Select your Country (e.g., Canada)
• Select your Region (e.g., Ontario)
• Select how you heard about CallConnector (e.g., Web search)
• Click "Create Organization" to complete sign-up

CallConnector.ai — Post Sign-Up Setup Wizard

Welcome Screen

• After creating your account, you'll land on the Welcome to Call Connector page
• Review the three key features highlighted: Automate Logging, AI Transcription, and Billable Time
• Click "Let's get started!" to begin the 6-step setup wizard (or click "Skip, I'll do this later" to set up another time)
  

Step 1 of 6 — Initialize Setup Wizard

• The setup wizard will automatically initialize — wait for the loading spinner to complete
• Once ready, click "Next: Connect Communication System"

Step 2 of 6 — Connect Your Communication System

• You must connect at least 1 source app to proceed
• Two options are available:
  • Dialpad — AI-powered business communications platform
  • RingCentral — Cloud-based communications and collaboration
• Click on your preferred app to connect it (a pop-up will appear to authorize)
• Once connected, you'll see a "App Connected" confirmation — click "Close Window"
• The connected app will show a green "Connected" badge
• Click
  "Next: Connect System(s) of Record"
  
  
  
  

Step 3 of 6 — Connect Your System(s) of Record

• You must connect at least 1 target app to proceed
• Available options include: Attio, Clio, Clio Grow, Filevine, Freshsales, HubSpot, and more
• Click your preferred system
• Once authorized, you'll see "App Connected" — click "Close Window"
• The connected app will display a green "Connected" badge
• 
  
  

Step 4 of 6 — Review Authorized App Connections

• A summary page will display all your connected apps:
  • Communication System: RingCentral ✅ Connected
  • System of Record: Clio ✅ Connected
• Review the connections and click "Next: Provision" to confirm
  

Step 5 of 6 — Provisioning

• Call Connector will automatically perform the setup in the background
• Wait for the loading spinner — this may take several minutes
• Once complete, you'll see "Setup Successful! ✅"
• Click "Next: Next Steps" to continue
  

Step 6 of 6 — You're All Set! 

• Your apps are connected and Call Connector is fully provisioned
• Two items will already be checked off:
  • ✅ Connect apps
  • ✅ Provision Call Connector
• Two remaining recommended actions:
  • → Assign licenses to your users
  • → Configure system settings
• Click "Next: Go to dashboard" to enter your Call Connector dashboard