Onboarding
Client Onboarding Automation
From signed contract to active project without manual handoffs
We replaced email- and spreadsheet-driven onboarding with a connected workflow that captures client data once and propagates it across all internal systems. New clients are onboarded faster, with fewer errors, and teams no longer chase missing information.
Key Features
- Automated intake forms with validation
- CRM, document storage, and PM tool integrations
- Real-time status tracking for teams
- Reduced onboarding time by over 60%