Stop chasing client documents. Send them here first.
UnderstandMyCert gives your clients a free, deterministic certification checklist grounded in official CFR citations, so they show up to their appointment organized and ready to file. You keep doing the advising; we handle the document intake.
We do not give legal advice, decide eligibility, or file anything. Every requirement we show is published by the certifying body and cited to its source with the date we last verified it. Think of it as an administrative pre-appointment worksheet your clients fill out on their own time.
They gather the right documents before the session, so your time goes to strategy, not a document scavenger hunt.
Requirements come from 13 CFR (SBA programs) and 49 CFR part 26 (DBE), each cited and dated. Nothing invented, nothing outdated.
The screener and checklist are free. There is no upsell in front of the client during your relationship.
Share it with clients before their appointment. When they finish the free screener, their checklist points them back to you. Nothing you type here is stored or sent to us.
Client intake tools
Program-specific document checklists you can send a client before a session. Each one renders the published requirements for that certification, cited and dated.
Send this to a client before their first appointment so they arrive with the WOSB documents already gathered. Every item is drawn from the published SBA requirements and cited to its source.
Give a veteran-owned client a clear picture of what SBA VetCert asks for before you meet, so the session is spent on strategy rather than chasing paperwork.
A readiness list your client can work through before applying for WBENC certification, so the documents are in hand when you sit down together.
Share this with a client pursuing NMSDC certification so they gather the required documentation before their counseling appointment.
Want to see what your clients see? Try the free eligibility screener →
UnderstandMyCert is an educational intake tool, not a law firm, and not affiliated with or endorsed by APEX Accelerator, the SBA, or any certifying body. Clients are solely responsible for their filings.