About

About Tallyn

Tallyn (Client onboarding and intake) is a New Odyssey product. Onboard every new client without the back-and-forth. Firms that need answers and documents from a new client before work can start: law firms, agencies, consultants, accountants, advisors and brokers.

Who makes it

Tallyn is one of the products made by New Odyssey. Each product has its own app, brand and database. Email clio@new-odyssey.com: a person reads every message.

How we keep the claims honest

  • Pages describe what is live today. Anything that isn't live is marked, and the status of every feature is on the pricing page.
  • Comparisons quote competitors' own pricing pages, with the date checked. Where a page doesn't say, we say "not listed" and don't guess.
  • Prices are in US dollars and come from the app's own plans.

Where to go next

Part of the New Odyssey suite

Six tools for the work around your clients, from being found to packaging what you know. Each one works on its own.

  1. KleosGets you found
  2. OndaAnswers the inquiry
  3. BookaraQualifies and books
  4. AccordSends the proposal
  5. TallynOnboards the clientYou're here
  6. AulaPackages your expertise