Client / Customer Onboarding & Document Engine
Turn messy intake into a smooth, automated onboarding.
We collect documents, chase what's missing, and set up the file, so onboarding a new client or customer takes hours, not weeks.
What it does
- Sends and tracks document requests
- Auto-follows-up on missing items
- Organizes files
- Kicks off the next workflow
What you get back
Faster onboarding and more follow-ups handled with the same team (a reference client doubled follow-ups with no extra headcount).
Works with
- Your portal
- Google Drive/SharePoint
- Practice/CRM tools
See where your business is losing hours.
Book a 30-minute workflow audit. You'll leave with a prioritized list of what to automate first and a clear, fixed quote.
30-minute audit · No obligation · No credit card