Client Onboarding
Streamlined client onboarding automation
Automate client onboarding with workflows: send engagement letters, portal invitations, document requests, and schedule kickoff calls automatically.
Onboarding Workflow
When new client is added, automatically: send welcome email, invite to portal, request initial documents, create onboarding task for staff, schedule kickoff call.
Engagement Letters
Generate and send engagement letters with electronic signature. Track when signed and archive for compliance.