Onboarding a new client follows the same steps every time. That makes it a strong candidate for automation, as long as the client still feels looked after by real people.
The steps most firms repeat
A welcome email. An engagement letter to sign. A request for documents or ID. A folder set up in your system. A first meeting booked. Each step is simple, but together they take time, and it's easy for one to be missed when the team is busy.
Automate the sequence, not the relationship
The automation handles the order and the timing: it sends the right email at the right point, sets up the folder, and reminds the client if a document hasn't arrived. The welcome still comes from the person the client will work with, in their name and their tone.
Fewer gaps, faster starts
When every step happens automatically, nothing waits for someone to remember it. Clients get what they need quickly, and your team can see at a glance who is still missing paperwork.
Where a person steps in
Anything unusual goes to a person: a query about the engagement letter, a document that doesn't match, a client who wants to talk. We agree these hand-off points with you before anything is built.
Built on your tools
We build onboarding on the tools you already use, such as your inbox, Google Workspace and your practice or CRM software, with the access you approve. There's nothing new for clients to learn.
A smooth start for every client, with your team's time saved for the conversations that matter.
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