First Impressions, Automated
Client onboarding is often the most manual, error-prone part of a business. Missing documents, delays in sending agreements and inconsistent processes leave clients with a poor first impression. Our onboarding systems make the process professional, fast and completely automatic.
What We Build
Smart Intake Forms
Intelligent forms that collect exactly the right information, including document uploads.
FICA/KYC Collection
Automated FICA and KYC document collection with completeness checking and follow-up reminders.
Folder Creation
Automatically create client file structures in Google Drive or SharePoint upon receipt.
Engagement Letter Dispatch
Automatically generate and send engagement letters or service agreements for e-signature.
Welcome Sequences
Automated welcome emails and onboarding instructions triggered as each step completes.
CRM Integration
New client records created automatically in your CRM as the onboarding progresses.