Client onboarding without a single manual email
AI guides new clients through a structured intake, collects every document, and stands up a fully populated project workspace before day one.
The problem
Law firms, accountancies and consultancies lose weeks at the start of every engagement chasing signatures, intake forms, ID documents and access credentials. The process differs by account manager, it makes a poor first impression, and it delays the point at which billable work can start.
What gets built
An automation that fires on deal close and sends the new client a branded onboarding sequence. Claude runs a conversational intake that collects business details, gathers the required documents, and confirms the data is right. The contract is generated and sent for signature automatically. On completion a fully populated project workspace is created from template, the client is added, and the account team is notified.
The chain, end to end
Every piece sits where your business already works. Nothing here asks your people to open a new tool.
What finished looks like
We name the finish line before we start, so there is no argument later about whether it landed.
- Onboarding starting automatically once the deal closes.
- Every required document and intake field collected before the first project meeting.
- The contract sent and countersigned without a manual chase.
- A live project workspace with the team and the client already in it.
Start with a translation, not a tool
Every engagement enters through one doorway: a diagnostic, not a tool. Begin with a free Impact Analysis, or go straight to the Diagnostic when you are ready.