As part of the on-boarding process, we'll take any existing lists of services you refer to and ensure that if we don't already have them, they're added into the Step database.

Step has a lot of flexibility for customization - we're happy to talk through your requirements. Out of the box, Step allows you to take control over the services Step recommends to your clients. With some configuration our our side, we can add additional questions into the advice process for you, capture client IDs and pass data back to in-house case management systems.

We've built Step so that it should be usable by just about anyone with no training. That said, we know it can be hard getting people to change the way they work and adopt new tools. So if you need our help in launching it within your organization, we'll be on hand to make things as smooth as possible, and help you to get the best out of Step.

You can read more about it here.