Every new client gets the same smooth start.
Moving a client to onboarding in your CRM builds their folders, checklists, tasks, and welcome emails.
From first call to up and running.
Map your processes
We learn how your team works today and which tools it uses.
Build and connect
We build the workflow inside the tools you already use.
Test with your team
We run it with real examples before it goes live.
Document and support
You get written instructions, and we keep it running as your tools change.
What it does for your firm.
The same experience every time
Every client gets the same start, no matter who handles it.
Fewer missed steps
Checklists, tasks, and document requests are created for you.
A record you can show
A compliance log entry is added as onboarding begins.
Common questions.
What starts onboarding?
Moving a client to the onboarding stage in your CRM.
What gets created?
Folders from your template, a custodian paperwork checklist, internal tasks, a welcome email series, and a compliance log entry.
What about the client's documents?
A document request goes out and follows up on its own until everything is in.
Is this running at firms today?
Yes. One live workflow builds each new client's folders in Egnyte, including ADV, financial planning, and insurance folders, when they move to onboarding in Wealthbox.
Can it match our folder setup?
Yes. Folders are built from your own template.
Other ways we help with automation.
Let's find the busywork worth automating.
Tell us where your team spends too much time.
We'll show you what could run on its own.