Automated Welcome Sequences

Delight new clients from day one with perfectly-timed welcome emails, onboarding materials, and next-step instructions. Set the right tone immediately and reduce client anxiety with clear, professional communication that guides them through your process.

Smart Document Collection

Automatically request, track, and organize all required documents, forms, and signatures. The AI sends reminders for missing items, validates submissions, and securely stores everything in the right location—eliminating the back-and-forth chaos of manual document collection.

E-Signature Integration

Seamlessly integrate with DocuSign, Adobe Sign, and other e-signature platforms. Clients can sign contracts and agreements with a single click, dramatically reducing turnaround time from days to minutes.

Personalized Onboarding Journeys

Adapt the onboarding process based on client type, service package, or individual needs. VIP clients get white-glove treatment while standard clients receive efficient, streamlined onboarding—all automated and customized without manual intervention.

Progress Tracking & Completion Metrics

Monitor which clients are progressing smoothly and which are stuck. Automatic alerts notify your team when personal intervention is needed, ensuring no client falls through the cracks during their critical first impression period.