Automated Client Onboarding
From signed engagement to kickoff-ready — without a single chase email.
An automated onboarding flow that takes a new client from signed engagement to fully set up: guided intake, document collection, account provisioning, and an AI assistant nudging it along.
Press start to watch a new client go from signed engagement to kickoff-ready — with zero chase emails from your team.
The problem
Onboarding is a stack of forms, follow-ups, and 'did we get their docs yet?' Every new client costs days of coordination before any real work starts — and a clunky start sets the tone for the whole engagement.
What we build
- Branded intake questionnaire that adapts to the client's situation as they answer.
- Automated document collection with reminders — the system chases, not your staff.
- Account and workspace provisioning the moment the engagement is signed.
- An AI assistant that answers onboarding questions and flags anything missing.
- A clean handoff packet to the engagement team when the client is kickoff-ready.
The outcome
The build
Every build is designed around your firm. We start with the one process worth automating, prove it on your real numbers, and expand from there.
Let's write the
next chapter together.
Thirty minutes, no obligation. We'll learn about your firm and tell you exactly how we'd help.