TrueEval — The National Compliance OS
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Partner Build Intake · Confidential

Welcome to the build. Let's get you live.

You're in. This is the one document that turns the plans we discussed into a real, running platform. Every field below feeds a specific step — your branding, your messaging registration, your certification, your launch. Fill it in once, lock it, and our team begins.

Nine sections Answer in any order Saves as you type
Time is of the essence. We cannot begin a step until its information is in hand. The faster this comes back, the faster you go live.
01

Brand assets

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The files we brand everything with — your platform, your storefront, your marketing site. Upload each file directly, or paste a shareable link for it (Drive, Dropbox, or a live URL) — either works. You can also email the files with your intake and check the box below.

Prefer to send files directly?
02

Color system

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The palette we build to. If you already have brand colors, type the exact hex codes. If you don't, tap a color set below — that's a real answer and we'll build to it.

We fill these in for you

Backgrounds, borders and small print — worked out from your primary color. You can skip this whole box.
03

Typography & voice

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How your brand reads and sounds. If you don't have a preference, leave it and we'll apply our defaults tuned to your category.

04

A2P 10DLC messaging registration

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To send SMS from your platform, carriers require your brand to be registered. Accuracy here is everything — the fields flagged below are the exact ones that get registrations rejected when they don't match.

05

LegitScript certification

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Certification is what unlocks payment processing and advertising on Google, Meta, Visa, and Mastercard for regulated healthcare. Here's the part most people don't realize.

◆ You don't have to qualify for this. We do.

LegitScript certification for telehealth and prescription services requires an active, credentialed medical group — state licensure, DEA registration, medical-director oversight, and collaborative-practice agreements. Almost no one can supply that on their own.

As a TrueEval partner, you don't need any of it. We file the application under our credentials. You complete only the business information below — we bring the part that money can't fast-track.

◆ Provided by TrueEval — leave these blank
Credentialed medical group
State medical licensure
DEA registration
Medical-director oversight
Collaborative-practice agreements
Protocol & supervision governance
Clinical pharmacy network
Merchant of record (clinical)
If you are not partnering under our medical group and intend to certify under your own credentials, tell us in the notes — otherwise these are handled by TrueEval.

What we do need from you — the business information for the application:

06

Product storefront Only if you sell your own products

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This section applies only if you sell your own OTC or branded products and want a storefront built for them. Your clinical pharmacy and payment processing are handled entirely by TrueEval — this is separate, and it's the one place you'd act as merchant of record. If you're not selling your own products, skip this step.

How it connects: when our clinical AI recommends a nutrient, it fires a signal to your storefront so your matching product can be surfaced and sold — without your product catalog ever entering the clinical record.
07

Domains, DNS & email

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Where your platform lives and how it sends email. We'll provide the exact DNS records to add; access to your registrar speeds this up dramatically.

08

Platform workspace & users

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How we set up your workspace — the account name, who gets access, and the pipelines and calendars we configure for your team.

09

Access & handoffs

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The final connections. Don't put passwords in this document — just tell us what's ready, and we'll send a secure way to share credentials for anything marked here.

Plan of record

Lock & sign your build intake

When everything above is complete, lock and sign. This stamps a signature and timestamp, freezes your answers, and generates the build record our team works from. Once locked, this is the agreed plan of record — any later change is a new request, not a deviation.

Signing records your name and the time. Unlock is available if something needs to change.

TRUEEVAL
LOCKED & SIGNED

◆ Signed build intake — plan of record

Signed by —
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Build record — for the TrueEval team