Client onboarding
Collect required information, create the client record, assign internal responsibilities and track what is still missing.
- 01New client
- 02Collect information
- 03Assign work
- 04Confirm readiness
Professional services
More time for
your clients.
Make the work around client delivery easier to manage. Connect onboarding, document collection and internal handoffs so your people can focus on the work clients value.
Designed for
your context.
Professional services teams often coordinate work across inboxes, shared folders and practice tools. The opportunity is to make each request, responsibility and exception visible while preserving the review and judgement the work requires.
Workflow possibilities
A practical place to start.
Illustrative use cases, tailored to your systems during discovery.
Document collection
Request the right documents, organise incoming files and flag missing or unreadable items for a person to review.
- 01Request documents
- 02Classify incoming files
- 03Review exceptions
- 04Update checklist
Internal knowledge
Help staff find approved procedures and templates, with source references and clear ownership of content updates.
- 01Ask a question
- 02Retrieve approved material
- 03Check context
- 04Answer with sources
The details
we plan around.
- Client confidentiality and access boundaries
- Review checkpoints before client-facing actions
- Integration with existing practice and document tools
A few answers
Before we begin.
Can automation support several client teams?
Yes. The design must first define access, ownership and separation between client workspaces. We map those requirements before connecting systems or introducing an assistant.
Does this replace professional review?
The examples support information gathering and coordination. Professional judgement, advice and approval remain with the appropriately authorised people.
Relevant expertise
Let’s find out