Two products. A clear record of the customer relationship.
Choose your ScaleSafe. Manage the enrollment from the beginning, or preserve the records from the selling process you already use.
Agreements, enrollment and payments
ScaleSafe — Enrollments Build the offer and enrollment process in ScaleSafe. Keep agreement, payment and fulfillment records with each client program.
Offers and client enrollment Checkout and payment management Delivery milestones, client feedback and defense preparation Explore Enrollments Enrollment user guide Client records and dispute preparation for HighLevel
ScaleSafe Client Evidence Keep customer records tied to distinct purchases while payments, communications and delivery stay in your existing systems.
Customers with multiple engagements Preserved source records and visible coverage gaps Charge-specific review and evidence exports Controlled beta preparation · certification in progress
Explore Client Evidence Client Evidence user guide Which fits your process? Choose Enrollments when you want ScaleSafe to run the enrollment and payment process. Choose Client Evidence when those processes already run elsewhere and you want an organized record for each purchase.
Both products support merchant review of dispute responses. Preserving records does not guarantee a dispute outcome.
Get help choosing the right product