Client onboarding
A prospect fills in a form and, without anyone rekeying anything, ends the week with a signed agreement, a portal and an internal record of every step. An agent can check the whole chain and prepare anything missing.
- Starts with
- A completed Form Builder form
- Tools
- Form Builder, Automations, CRM, Task Board, Client Portal, E-Sign, File Drop, Team Comms
- Human decision
- The client signs; the team approves next actions
- Record left
- Signed document, client uploads, board card and discussion — all in the account
- Form BuilderProspect completes an intake form.
- AutomationCreates or updates the CRM record, opens an onboarding Task Board card, creates a Client Portal.
- E-SignSends the agreement; the client signs with a full audit record.
- File Drop + Team CommsSigned document and uploads stored; internal discussion and next actions retained.