- Form BuilderA prospect completes an intake form.
- AutomationsThe CRM record updates; an onboarding card opens on the Task Board.
- Client PortalA branded, magic-link workspace goes out for files, questions and approvals.
- E-SignThe agreement is sent for signature, with a full audit record.
- File Drop & Team CommsSigned documents and uploads land in the account; the discussion stays with the work.
Client onboarding
Every step leaves its result where the next step — human or agent — can pick it up. An agent can check the whole chain and prepare anything missing before your team ever opens the file.
- Starts with
- A completed Form Builder form
- Ends with
- A signed agreement on the account record
- Integrations built
- None — the tools already share the account