Client Dispute Manager provides two automated onboarding options:

• Client Auto Sign Up

• Self Service Sign Up

Both features help you turn prospects into active clients through an online enrollment process. However, they differ in how and where the onboarding experience happens.

This article explains the key differences so you can decide which option fits your business best.
 

📍 Where to Find These Features

Client Auto Sign Up
Company > Client Auto Sign Up

Self Service Sign Up
Company > Self Service Sign Up

Important:

• Both features are available on all plans

• Both can be enabled at the same time

Client Auto Sign Up

Client Auto Sign Up is the built-in onboarding process inside the Client Dispute Manager software.

It walks clients through a structured, multi-step enrollment flow that collects everything required to begin services.

The process opens in a new browser tab and is hosted inside the CDM system.

🔄 Client Auto Sign Up Process (Step-by-Step)

When a client begins this process, they complete the following steps:

1. Welcome Page

Displays an overview of the onboarding steps.
 

2. Contract & Disclosures

Client reviews and signs:

• Service agreement

• Required credit repair disclosures

3. Customer Information

Client reviews, updates, or completes personal details.
 

4. Credit Card Authorization Form (Optional)

• Requires Authorize.net integration

• Client enters billing details

• Client signs billing authorization

5. Credit Monitoring

Client:

• Signs up for credit monitoring

• Provides login credentials

• Allows credit report import into the software

6. Document Upload

Client uploads required documents such as:

• Social Security Card

• Government ID

• Proof of Address

7. Finish

Confirmation page indicating onboarding is complete.

🔗 Ways Clients Can Trigger Client Auto Sign Up

Client Auto Sign Up connects to multiple features:

Manual Contract Email

When you manually send a contract:

• The client clicks the email link

• They are automatically taken through the full Auto Sign Up process

Client Auto Sign Up Lead Form

• Added to your website

• Client selects a contract from a dropdown

• Submits their information

• Client is automatically added to CDM

• Contract is sent via email

Client Auto Sign Up Link

• Secure hosted link

• Client completes form

• Immediately begins onboarding

   

Client Auto Sign Up Lead Link

The Client Auto Sign Up Lead Link is a special publicly shareable URL that clients can use to begin the automated Client Auto Sign Up onboarding with no manual steps from you or your team. 

What It Does

• Leads click the link and are taken directly into the automated onboarding flow

• Clients can enter their info, sign the agreement, and go through the onboarding steps

Where to Use It

You can share the sign-up link through:

• Email

• Text messages (SMS)

• Social media messages or posts

• QR codes on print materials or digital displays

• Website buttons or call-to-action links

Tips for Better Sharing

To make the link easier to click and look more professional, use a link shortener like:

• Bitly

• Linktrack

• PXL.to

• PrettyLinks

This increases conversions because shorter links are cleaner and more trustworthy.

Self Service Sign Up

Self Service Sign Up is an Auto Sign Up feature that allows clients to complete the entire onboarding process directly on your website.

Unlike Client Auto Sign Up, this option keeps the client inside your website environment instead of opening a separate CDM-hosted tab.

🌐 How Self Service Sign Up Works

• You embed the Self Service Sign Up code on your website.

• Clients complete onboarding directly on your site.

• Information syncs automatically with the CDM software.

• Onboarding can run 24/7 without manual interaction.

Self Service Sign Up includes:

• Personal information collection

• Plan/service selection

• Contract & disclosure signing

• Billing capture (requires Authorize.net integration)

• Credit monitoring setup

• Confirmation page

🧩 Website Best Practices for Self Service Sign Up

For best results, consider including:

• A chatbot for support

• A clear "Sign Up Now" call-to-action

• A FAQ section

• A short explainer video of the signup process

   

These elements help improve conversions and reduce client questions.

Side-by-Side Comparison

When Should You Use Each?

Use Client Auto Sign Up If:

• You want a ready-to-use built-in onboarding system

• You send contracts via email

• You prefer a hosted signup flow

• You do not want to embed code on your website

Use Self Service Sign Up If:

• You want clients to remain on your website

• You want a seamless branded experience

• You want 24/7 automated onboarding directly from your site

• You are building a marketing-focused website funnel

Summary

Both features automate your client onboarding process.

The main difference is where the experience happens:

Client Auto Sign Up
→ Hosted inside CDM (opens in new tab)

Self Service Sign Up
→ Embedded directly on your website

Many businesses choose to enable both for maximum flexibility.