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Transform your client intake process with automated workflows that guide new clients through onboarding while ensuring you collect all necessary information and documents.
Everything you need to onboard new clients efficiently and professionally.
Customizable intake forms that automatically populate client profiles and case information.
Secure document upload portal with automatic organization and compliance checking.
Smart automation that guides clients through each step and triggers follow-up actions.
Personalized welcome emails and onboarding materials to set expectations.
Real-time visibility into onboarding completion status and bottlenecks.
Automatic compliance checks and required documentation verification.
Set up once, run automatically. Our intelligent workflows guide clients through onboarding while keeping your team informed and ensuring nothing falls through the cracks.
Forms adapt based on client responses, showing only relevant questions
Gentle nudges when clients haven't completed required steps
Your team gets notified when action is required or onboarding completes
Automatically schedule initial consultations based on availability